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28 January 2026
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Emerging markets offer compelling value compared to history and the stretched valuations of developed market equities. Investors can benefit from three big tailwinds, but only if they are selective.
Valuations for the Magnificent Seven stocks are baking in extraordinary growth over the next decade. History shows that delivering on high growth expectations is difficult, but will this time prove different?
Investors are overexposed to recent winners, namely large cap, growth stocks. As a whole, these stocks are exceptionally expensive, which means investors may need to switch strategies to outperform going forward.
After a hiatus last year, growth stocks are back in vogue as investors search for the 'next big thing'. That makes today's market environment unusually rich in attractive, high dividend-yielding companies.
Given the last decade delivered phenomenal stockmarket returns, investors should expect the next decade to prove more challenging. However, 'value' stocks are cheap, providing compelling opportunities for contrarian investors.
Last year was rough for investors, especially where equity and bond portfolios were not as diversified as they thought. Spreading the risk sounds simple but watch that funds are not all doing the same thing.
The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.
Canada’s leader Mark Carney has spoken of a rupture in the rules based system that has governed the world since 1945. That rupture means nations like Australia will need to boost defence spending and find savings elsewhere.
With ASX dividend yields now below government bond yields, investors face an upside-down market where income is scarce, growth is muted, and careful selection of bond-like stocks has never mattered more.
ASX miners are back in favour after playing second fiddle to banks for years. Is it too late to get in? Here are some thoughts on the large caps such as BHP and Rio, and the hot gold mining sector.
Most commentary on gold's recent record highs focus on it being the product of fear or speculative momentum. That's ignoring the deeper structural drivers at play.
Tariff turmoil tested Asia, but AI leadership, policy easing and reform momentum are restoring investor confidence and strengthening the region’s outlook for 2026.
New research explains why high valuations, low dividends and bullish sentiment rarely coexist with strong long-term returns after extended bull markets.