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Matt Reynolds

A struggling US dollar bodes well for markets outside America

Powerful tailwinds are forming behind certain areas of global equity markets that previously spent many years in the wilderness. Chief among them are stockmarkets in Europe and Japan, which have surged in recent months.

Reshoring supply chains: What does it mean for investors?

Perhaps the most consequential lesson from the pandemic for companies is that relying on single links in the global supply chain is a mistake. Here's how businesses are adjusting and the implications for investors.

Buying dividend growth over dividend yield

Investors should look beyond high-yield stocks to include dividend growers – ones that pay and consistently grow dividends. These stocks can more sustainably increase dividends and generate real long-term returns.

How real are the three key regulatory risks facing Big Tech?

Drawing on experience as a bank analyst who studied the legislative process during the GFC, an internet analyst now has a unique insight into three key risks faced by Big Tech and implications for share prices.

10 investment themes for the next 10 years

With the short-term focus on the pandemic and speculation about vaccines, it's refreshing to journey to 2030 and imagine the long-term changes coming on the investment horizon.

Three realities and three mistakes in market recoveries

It's not easy focussing on the long term when the short-term news is bad, but strong businesses find a way to thrive when times are tough. Here are three timeless facts and three evergreen mistakes.

Latest Updates

Back to the future - Why indexing CGT is a good idea

A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Strategy

The folly of the Iran war

From oil shocks to fractured alliances, the Iran war carries the hallmarks of a historic policy misstep - one that could tip an already fragile global economy into crisis.

Taxation

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Investment strategies

The red metal's long game

Copper has had a rough few weeks but investors should not ignore the potential for future price increases as supply increasingly falls behind demand.

Taxation

The lesser-known effects of changed property taxes

The budget’s property tax reforms are being framed as fairness measures, but they risk splitting the housing market, penalising lower‑income investors and introducing distortions that may prove costly.

Latest from Morningstar

Why stocks sometimes fall for no obvious reason

The vast and opaque world of private assets is a powerful gravitational force - and when trouble hits, it's the more liquid public equities that often the feel it first.

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