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23 January 2026
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Gold has had a remarkable 2025, with the spot price likely to post its strongest return since 1971. This explores the key factors that will shape the outlook for the yellow metal next year, and long-term.
ASX market bulls point to corporate balance sheets and earnings, while bears highlight company valuations and persistently higher inflation. It's best to ignore short-term noise and focus on investing in quality companies.
There can be both good and bad reasons behind a company that has become a large cap. It is not always apparent, but understanding the reasons can help focus on what matters when finding large-cap stocks.
In Australia and globally, Exchange Traded Funds (ETFs) continue to grow rapidly. A new report suggests investors can expect more products in active ETFs, alternative strategies, cryptocurrency and ESG.
It's doubtful 2023 will return to the speculative nature of 2020-2021 markets. Rather, investors will gravitate toward newer themes, such as non-US markets and real assets, including energy and infrastructure.
In a sentence or two, global experts across many fields are asked to summarise the biggest surprise of 2021, and enduring challenges into 2022. It's a short and sweet view of the changes we are all facing.
Housing market sentiment has eased from record highs and confidence has ticked down as house price rises slow. Construction costs overtook lack of development sites as the biggest impediment for new housing.
Last November, the heads of four investment platforms identified the key themes they anticipated would guide investment decisions in 2021. With the year half over, we see how they’ve played out and check the outlook.
Australian banks appear cheap and their shares trade below broker targets. But three analysts offer deeper explanations that suggest stronger credit standards will affect house prices and credit growth.
Given the strong returns from most real estate markets in recent years, investors are asking whether there is more upside potential in this cycle, and what is likely to do well.
The best end-of-year wrap of asset class performance in 2015. Aussie equities was a loser but who were the winners, and what's the outlook for each asset class in 2016?
It's not low or high commodities prices, or even rising or falling prices, that matter for the share market. A pattern relating to changes in the rate of change can be observed as far back as the 1950s as a useful forecasting tool.
Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.
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.
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.
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.
I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.
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.