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29 January 2026
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Investors ask whether global supply chains were stretched too far and too complex, and following COVID, is globalisation dead? New research suggests the impact on investment returns will not be as great as feared.
Staying the course isn’t always easy for investors, but looking at how markets perform over time places the current market in context.
Research on Australian attitudes and approaches to investing, shows that while half think about their financial future and lifestyle almost daily, 70% don’t have a financial plan. The report explores Australians’ financial education, investments approach and future outlook.
In a reversal from the past ten years, Vanguard expects value to outperform growth over the next ten-year period by as much as 5% to 7% per year, and perhaps by even more over the next five years.
Investor portfolios built on a dividend-focused strategy will need to be 100% allocated to equities and greatly elevate their portfolio risk, to meet most income needs in the current low yield environment.
The continued development of strategies to harvest factor returns in a low-cost manner has effectively raised the bar for many managers.
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.
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.