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8 August 2026
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Global stock markets could face the most volatile period since 2008-09. The danger is that US fiscal stimulus could fan inflation and lead to higher-than-expected interest rates. Risks are asymmetric to the downside.
In Part 2 of this two-part series, Hamish discusses how the most dominant businesses of the last 50 years might struggle, faced with new threats, and even Warren Buffett and Charlie Munger are worried.
Facebook, Google and Amazon seem already entrenched in our lives, but with the information they know about their users, their ability to target advertising and products has only touched the surface of change.
Business has always faced changes, but the rapid extent of technical progress means many companies will cease to exist over the next 20 years, including some famous global brands.
Knowing about psychological barriers to good investment performance can help to understand and minimise mistakes. Consider how often a cognitive bias has led to a poor investment.
For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.
What if Australia’s golden age of dividends is ending? Rather than overhaul your portfolio, it may be worth considering where new capital can work harder. I discuss four income strategies and the trade-offs behind each.
Recent CGT reforms tax real gains by indexing capital gains to inflation. However, the reform fails to index losses, leading to higher tax on assets that do not keep pace with inflation, creating inefficiencies in the tax system.
With Australia likely to attract a growing share of AI-related issuance, investors should prepare for increasing influence from AI funding demands, evolving credit fundamentals and changing valuation dynamics.
When data arrived, basketball abandoned the mid-range shot, Formula 1 reinvented the pit stop and chess embraced humans working with machines. Active managers confronting today's markets may learn from the same path.
Most people want answers to three retirement questions: What have I got? Is it enough? What can I do with it? A leading UK pension innovator shares his lessons on helping members better understand and prepare for retirement.
We asked ten fund managers the same question following FY26. While their investment styles differ dramatically, their answers revealed several surprising areas of agreement about where markets may be heading next.