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10 September 2026
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As geopolitical tensions rise, Western countries are trying to de-couple from China and source products from other nations. The question is: which countries can replace China as the world's manufacturing powerhouse?
If it's common knowledge, it's not an outperformance edge. You may have insights about China, a great company, US ingenuity, inflation or interest rates, but if they are common, they are already priced in.
Much of the commentary on the impact of Russia's invasion of Ukraine on China and Taiwan lacks a deep understanding of each country's political reality. It may even improve, rather than exacerbate, the China-Taiwan problem.
Investing with previous-year top performing fund managers and acting along with the crowd puts you on the wrong side of a zero-sum game. There may be a 'fear' premium for investing in out-of-favour styles.
Capital-weighted index funds have been providing investors with low cost exposure to equity markets for 40 years. Now we have the potential of smart beta to consider as an alternative to active and index funds.
For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.
The housing debate tends to focus on prices, interest rates and deposits. Yet an overlooked feature of the mortgage itself could help buyers enter the market sooner without abandoning prudent lending standards.
Thinking about an SMSF? Before you sign anything, learn how to spot the difference between genuine advice and a sales pitch, understand the real costs, and avoid the compliance mistakes that attract ATO attention.
Market conditions are shifting as familiar yield sources quietly lose momentum. Australian public credit may be the most compelling source of income in today's market but many investors haven't noticed the shift.
Reporting season has delivered a clear message: the market is no longer paying simply for quality, resilience or an earnings beat. It is paying for change in earnings expectations and the outlook ahead.
Some of history's most important innovations changed the world while leaving investors much poorer. As trillions pour into AI, a familiar pattern may be emerging, one that rewards society far more generously than capital.
August reporting season delivered strong earnings and bigger-than-expected dividends, but beneath this, a more nuanced story emerged. First Sentier Investors’ David Wilson and Christian Guerra unpack the key trends.