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5 February 2026
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The good news about negative media articles is that a story only needs to become slightly more positive to create an investment opportunity. Just look at Facebook and a bad news day.
Two strong trends at the moment centre around our increasing addiction to the selfie and online gaming. These major global themes also have related investment opportunities.
Retail investors don't always have access to the sophisticated tools used by professional fund managers to conduct company research, so here are some readily available investing tools that require just an internet browser.
Annual reports are often long and laborious and read by few people, but there are gems among the more personal CEO letters that are far more informative.
The success of companies such as Starbucks, Amazon, and Google is a result of a talented and dedicated founder leading the way. Their long-term vision drives innovation and pushes past set-backs along the way.
Facebook, Tripadvisor and Alibaba - they’re great businesses because they require no inventory, have low capital costs, relatively few staff and their own customers generate the content.
Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.
The latest draft legislation may be an improvement but it still has the whiff of a wealth tax about it. The question remains whether a golden opportunity for simpler and fairer super tax reform has been missed.
Your super isn’t a bank account you own; it’s a trust you merely benefit from. So why would the Division 296 tax you personally on assets, income and gains you legally don’t own?
Inflation consistently undermines wealth, even in low-inflation environments. Whether or not it returns to target, investors must protect portfolios from its compounding impact on future living standards.
Global equity markets have experienced stellar returns in 2024 and 2025 led, in large part, by the boom in AI. Which sector could be the next star in global markets? This names three future winners.
The case for listed infrastructure is built on stable earnings and cash flows, which have sustained 4% dividend yields across cycles and supported consistent, inflation-linked long-term returns.
The US stock market sits in prolonged bubble territory, driven by AI enthusiasm. History suggests eventual mean reversion, reminding investors to weigh potential risks against current market optimism.