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26 January 2026
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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.
When you've been around long enough to have witnessed financial disasters, you wonder at the exuberance of youth embracing the great unknown. Are you missing out or will being old and tired eventually prevail?
Poor quality companies sometimes deliver impressive short term gains, especially when left behind in a previous rally, but the longer term is likely to disappoint. When equity markets turn, nobody likes to be exposed.
Investments using margin loans must at least cover the cost of interest and other fees, currently around 8%. Fewer investors are using these products, but how long until we fall in love all over again?
The current crop of LNG projects represents a combined $188 billion in investment, but Japanese buyers are looking at other sources. What they find may have a significant impact on returns for Australian investors.
Poor management can quickly erode value, even in a good business, so it’s important to have confidence in the people pulling the levers.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
Claims that Division 296 double-taxes franking credits misunderstand imputation: franking credits are SMSF income, not company tax, and ensure earnings are taxed once at the correct rate.
For the first time in decades, the Big 4 banks have real competition in home loans. Macquarie is quickly gain market share, which threatens both the earnings and dividends of the major banks in the years ahead.
Investor focus is turning increasingly to AI-related risks: is it a bubble about to burst, tipping the US into recession? Or is it the onset of a third industrial revolution? And what would either scenario mean for markets?
Cyclical stocks surge in upswings but falter in downturns. Compounders - reliable, scalable, resilient businesses - offer smoother, superior returns over the full investment cycle for patient investors.
A-REITs are often viewed as passive rental vehicles, but today’s index tells a different story. Development and funds management now dominate earnings, materially increasing volatility and risk for the sector.
Dairy farming offers real asset exposure, steady income and long-term growth, yet remains overlooked by investors seeking diversification beyond traditional asset classes.