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26 June 2026
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As the bull market revs up, some investors worry about a possible correction. History shows the real question isn’t timing the top, but whether you have the time and liquidity to ride out inevitable downturns.
Questions are being asked of the AI story and the gargantuan investments that tech companies are pouring into it. If you don’t know how exposed your portfolio is to AI, now would be a good time to find out.
Of all the questions facing an investor, when to sell is perhaps the hardest. Unlike with the decision to make an investment, selling it requires you to undo something you have invested intellectual, emotional and financial capital.
There aren't many investment adages that last the test of time. We've identified the perceived truisms of this generation of investors that are likely to come under scrutiny following a horrible year for markets.
We are at a moment in the cycle for both bonds and stocks where investors are afraid to commit in case prices fall further, but they will not care about buying 200 points too soon when the market is 500 points higher.
Many market analysts argue that the pandemic has changed everything but we must judge whether the circumstances are as drastic as billed. A quick review of four major events helps decide if this time is different.
A new market regime is exposing the fragility of static hedges. With correlations shifting and safe havens flipping, investors must rethink diversification and adopt more adaptive tools to protect capital.
The Australian credit landscape is shifting. Yields are rising, issuance is strong and spreads continue to tighten. Income is re‑emerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.
Australia's once‑dominant sharemarket is losing ground as others surge ahead, prompting investors to question home‑bias instincts. Meanwhile, the US market appears attractive. Is it time to revisit your global equity allocation?
Markets continue to push onwards despite valuations looking stretched by historical standards. Bubble talk is rampant, however investors may be focusing on the wrong thing. The real story sits deeper than the headlines.
Raising the GST when inflation jumps sounds clever on paper, until we examine how it may play out in practice. What is pitched as a simple inflation fix can lead to a sharp turn in the wrong direction for prices.
SpaceX’s blockbuster debut is grabbing headlines, but the real story for Australian investors is much quieter. Giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.
The government’s assurances on small‑business concessions don’t withstand the scrutiny. Token carve‑outs and a lack of credible rationale for CGT changes may reshape how Australia rewards long‑term value creation.