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18 September 2025
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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.
Super and housing dwarf every other asset class in Australia, and they’ve both become too big to fail. Can they continue to grow at current rates, and if so, what are the implications for the economy, work and markets?
With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.
Retiring with debt may have advantages. Maintaining a mortgage on the family home can provide a line of credit in retirement for flexibility, extra income, and a DIY reverse mortgage strategy.
The ASX is shrinking not by accident, but by design. A governance model that rewards detachment over ownership is driving capital into private hands and weakening public markets.
The AI boom has sparked investor euphoria, but under the surface, US big tech is showing cracks - slowing growth, surging capex, and fading dominance signal it's time to question conventional tech optimism.
Trade is now a strategic weapon, reshaping the investment landscape. In this environment, resilient companies - those capable of absorbing shocks and defending margins - are best positioned to outperform.
The next generation of wealth creation is likely to emerge from founder influenced firms that combine scalable models with long-term alignment. Four signs can alert investors to these companies before the crowds.