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11 September 2026
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A 'hard landing' scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.
Retail Chinese investors turned away from their local property market as prices began to fall, just as margin loans and access to the stockmarket became easier. The market doubled in a year, but what about valuations?
Investors often focus on the movement in bond prices caused by changes in interest rates, but except (usually) for government bonds, credit quality also has a major impact on prices.
Advances in technology have allowed peer to peer lending to thrive, offering credit to more potential borrowers at lower interest rates than those offered by banks. How does it work and will it last?
Many high yield investors assume the past will be a good indication of the future. A failure to correctly understand the past has led to common but dangerous myths about high yield credit.
Findings from three recent seminal papers highlight the rapidly growing levels of debt across the world, which at some time is likely to impact future investment returns and economic growth. Are you prepared?
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.