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26 January 2026
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Since the 1970s, whenever positive economic growth and disinflation have joined forces, they've produced good conditions for equities, particularly for companies with pricing power. It bodes well for markets going forward.
Your author prematurely advocated investing in small caps almost 12 months ago. Since then, the investment landscape has changed, and there are even more reasons to believe small caps are likely to outperform going forward.
The ASX 200 is around the same price that it was 16 years ago. The poor long-term performance can be largely blamed on our taxation system, which encourages companies to pay out most of their earnings as dividends.
The current bank turmoil should not be a GFC-type event, although the risk of tightening credit conditions is real. Volatile markets are an opportunity to buy strong, growing companies trading at attractive valuations.
The big 4 banks have pulled back from lending to SMEs and private credit funds have stepped in to fill the breach. Here's what investors need to know about the benefits and risks of including these funds in their portfolios.
It was a joy ride while it lasted but the free money era could not last. The consequences of the misallocation of capital into poor companies is now playing out and shareholders face billions of dollars in losses.
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.