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4 November 2025
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Investors are often advised to take the long-term view and pay little attention to the ups and downs of the market. But adopting a strict ‘set and forget’ strategy can sometimes be short-sighted.
The two main approaches used to find good companies in equity markets are technical and fundamental analyses. Devotees of each style will argue their way is best. Roger Montgomery favours the fundamentals.
In 2013, M&A market confidence returned and we are already seeing an increase in deal activity this year. However, investors should watch closely to ensure that over-confidence doesn't get in the way of value creation.
We focus far more on the return from our investments rather than the risk, and we should watch for leverage or high risk-taking and expect to be rewarded for it to pay for the added risk.
Local production in some industries has become less viable due to Asia’s lower costs, and companies need to adapt. Some of our biggest producers in the fuel and cement industries have transitioned to distribution.
Looking beyond the top quality companies, it pays to find the true visionaries, the companies whose prospects are compelling into the distant future because of the strong momentum they have built.
With investor sentiment shifting and ETFs surging ahead, we pit Australia’s biggest LICs against their ETF rivals to see which delivers better returns over the short and long term. The results are revealing.
More Australians are retiring with larger mortgages and less super. This paper explores how unlocking housing wealth can help ease the nation’s growing retirement cashflow crunch.
Investing in the ASX 20 or 200 requires vigilance. Blue chips aren’t immune to failure, and the old belief that you can simply hold them forever is outdated.
Adding high-quality compounders at attractive valuations is difficult in an efficient market. However, during the volatile FY25 reporting season, an opportunity arose to increase a position in Mexican fast-food chain GYG.
Factor-based ETFs are bridging the gap between active and passive investing, giving investors low-cost access to proven drivers of long-term returns such as quality, value, momentum and dividend yield.
In Breakneck, Dan Wang contrasts China’s “engineering state” with America’s “lawyerly society,” showing how these mindsets drive innovation, dysfunction, and reshape global power amid rising rivalry.
The rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is thinking about you', and 'pursue virtue but don’t sweat it'.