Latest News & Analysis
stocks
Apple: Gemini partnership lets AI-worried investors breathe a sigh of relief
We believe a competitive—if not leading—AI feature suite will reinforce Apple’s wide-moat mobile device ecosystem.
markets
Fed independence threatened as Trump’s DoJ targets Powell
This is a significant escalation in tension between the president and the Fed chair.
stocks
ASX share ticks all the popular thematic boxes
The shares are overvalued as investors are overly excited about defence and gold exposure.
personal-finance
Foundations of financial independence Module 5: Asset allocation
Mark LaMonica, CFA explains why asset allocation is so important to your portfolio outcomes, how to connect asset allocation to your required rate of return and your goals, and how to put together the exposure you need to reach your goals.
personal-finance
Foundations of financial independence Module 4: Required rate of return
Shani Jayamanne goes through how to calculate your required rate of return, and the inputs that you need.
personal-finance
3 habits of long-term investors
Develop these behaviours to help build lasting wealth.
stocks
AI stocks winners, laggards and losers for 2025
AI stocks flew high in 2025 despite year-end volatility. Palantir and Lam look overvalued, but opportunities remain.
stocks
12 picks for an income portfolio - Q4 2025 update
Eighteen months in and passive income growth has exceeded my target.
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