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14 May 2026
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Asia's GDP exceeds North America and Europe combined, and its increasing economic power should be embraced by Australia as we become more a Eurasian society. Are we enlightened enough to grab the opportunities?
There's no doubt Australians love property, especially housing, and despite slowing economic growth and a lack of political leadership, the business sector continues to create Australian wealth and jobs.
The surprising fact from this study of profitability is that there’s no such thing as a ‘bad’ industry, only inadequate or inappropriate management.
Everyone from the Reserve Bank Governor down is talking about apartment prices, and worrying about the consequences for the economy, and especially our banks. How does Australia's leading futurist interpret the data?
The Australian economy is changing, with new jobs in services, retail and health replacing the lost jobs in manufacturing. These trends are important for investors to find the successful companies of the future.
Major reform of Australia's tax laws hits a hurdle when opposition builds to unpopular policies. We have lost the ability to explain and advocate for change, especially when you look at global comparisons.
Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.
AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, 'AI-resistant' businesses while punishing many software and service firms. This environment may be ripe for stock pickers.
Private markets can offer diversification and return potential, but their opacity, scale and wide dispersion of outcomes make manager selection and due diligence critical for non‑institutional investors.
Global REITs have fallen out of favour, trading at deep discounts after years of underperformance, despite resilient earnings and improving fundamentals.
True financial success isn’t about how much you make, but whether you can sustain it — survival is the only win that matters.
Why Australia's biggest energy bet may already be redundant while a less celebrated government program is exceeding expectations.
Assets that deliver emotional satisfaction tend to offer lower financial returns, as investors accept an “emotional yield” in place of performance which shapes how investors approach ESG and unpopular assets.