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16 April 2026
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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.
The key to investment success is identifying the winners from the structural growth tailwinds, regardless of the macro-environment. Here are examples of likely winners and strugglers.
In this update of the 'winners versus losers' investment hypothesis, momentum is the winner - again. It's only a 'paper' portfolio but it suggests consistent behavioural biases among investors.
In 1993, researchers in the US studied the phenomenon of winning stocks continuing to outperform losing stocks. Using both long and short positions one could theoretically outperform the market on a regular basis.
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
The 20 years after Peter Costello left Treasury have been deemed wasted...by Peter Costello. The missed opportunities for Australia began long before.
The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.
With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.
Retirement planning is more than just saving enough money. Long-term care needs, housing choices, and social networks are just as critical for a happy and enjoyable life.
The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.