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Australian equities: a tale of two markets

The ASX seems a market split between the haves and have nots, or those with growth and momentum and those without. In this environment, opportunity favours those willing to look beyond the obvious.

Where to hide in the ‘everything bubble’

It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.

The quiet winners of AI competition

The tech giants are in a money-throwing contest to secure AI supremacy and may fall short of high investor expectations. The companies supplying this arms race could offer a more attractive way to play AI adoption.

The bizarre government policy that led to Rex's downfall

To fly capital city routes such as Sydney-Melbourne, an airline needs landing slots at Sydney Airport. An extraordinary government policy prevented Rex Airlines from getting these slots and set them up to fail.

Why Aussie bank hybrids are rock solid

Australian banks are the Pilbara of the global financial system, with irreplaceable assets that are among the world's best. Current bank hybrid prices offer favourable rewards with limited risk for investors.

Competition and concentration issues in Australian investment markets

The prospect of Australia's superannuation industry becoming larger than the domestic equity market, and expected merger activity among super funds, has raised concerns about common ownership and capital concentration.

TV - the end of the world as we know it?

All aspects of media and broadcasting are changing, and in television, there are so many new ways to reach viewers that traditional players may be in an unavoidable death spiral.

Three key attributes of great companies

The attributes of great growth companies are not all contained within the numbers that look at the recent past. Investors need to analyse the industry growth trajectory, the barriers to entry, and the corporate culture.

Winner-takes-all is turning conventional wisdom on its head

Despite what the textbooks tell us, a world of more dominant players has not led to higher prices. How does this affect investing?

Retail FX: the last bastion of no competition?

Australian retail customers typically still pay a hefty fee on FX transactions at the airport or through the banks. Fintech solutions are more competitive, and global banks are also offering multi-currency accounts.

Perfect storm brewing for local retailers

A decline in activity related to household construction, combined with the arrival of foreign retail brands, does not bode well for Australian retailers. And an online behemoth may be an even bigger threat.

Is there an Uber or Amazon of wealth management?

Looking at the success and domination of Amazon, Google and Apple makes you wonder if the wealth management industry could experience the same type of market disruption as other industries have.

Most viewed in recent weeks

How to minimise tax with a will

Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.

Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate

Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.

Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?

New CGT rules could tip the scales in the super vs non-super debate. For those facing the Division 296 tax, the case for withdrawing has gotten more complex. A "comparison rate" tool may help assess decisions.

High quality businesses are on sale

Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.

The investment mistake killing your returns

Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.

Welcome to Firstlinks Edition 667 with weekend update

The downfall of the giant and three lessons for investors.

  • 18 June 2026

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