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7 February 2026

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1-12 out of 16 results.

On board with a long-term view

A case study on shifting the performance evaluation mindset. This paper reflects the work done with MFS' mutual funds board and the process it took to push the business forward and think differently.

Investing amid IoT-enabled disruption

Manufacturing is going through an extended ‘Internet of Things’-enabled automation refresh cycle which will change the global industrial market, with profound implications for business models.

From popular to unthinkable: do political outcomes impact investments?

Political outcomes are challenging to predict. Instead, we need to focus on the investment implications of a variety of policy outcomes. A long term perspective is where valuation intersects with fundamentals.

Barnaby Wiener on preserving wealth and asset allocation

A global asset allocator is positioned defensively to preserve the wealth of his clients. He has some strong comments on stocks, the investment industry and avoiding the pressures of short termism.

Would a recession in 2019 matter to financial markets?

A global investment strategist looks at why this cycle may be different, and examines the potential invested yield curve for hints from the past.

Know what you own in complex markets

In some markets, the sheer volume of money flows into both good and bad companies, but when tougher conditions inevitably come, it's the quality earnings that sustain.

Summer Series Guest, Pilar Gomez-Bravo

In the first of our Summer Series, Guest Editor Pilar Gomez-Bravo, a Director of Fixed Income at MFS, selects her favourite articles from our archive with an emphasis on long-term investing techniques and benefits.

Reflections on four decades of investing

As he prepares for retirement, a Chief Investment Strategist from a major global fund manager summarises what he has learned working through five full business cycles. He says it's time to take risk off the table.

Changing landscape of US large and mid caps

The sizeable increase in the market capitalisation of the technology leaders has inadvertently led to reduced diversification via a reduction to a mid cap exposure in portfolios represented by the Russell 1000.

What does the shape of the yield curve tell us?

Many experts are warning that over the past 60 years, the yield curve has inverted in advance of every recession, but will a yield curve inversion have a different result this time?

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?

Why active management needs a full cycle

The long bull market allowed passive investing to prosper, but over a whole cycle, companies with better fundamentals will outperform weak ones. The market is finally showing some dispersion.

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Building a lazy ETF portfolio in 2026

What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.

Get set for a bumpy 2026

At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.

Meg on SMSFs: First glimpse of revised Division 296 tax

Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.

Ray Dalio on 2025’s real story, Trump, and what’s next

The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.

10 fearless forecasts for 2026

The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.

13 million spare bedrooms: Rethinking Australia’s housing shortfall

We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.

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