Latest News & Analysis
stocks
Nvidia and AMD: Maintain fair value estimate amid reports of Meta’s negotiations to buy Google TPUs
Our update on select stocks from the Semiconductors industry.
stocks
Alphabet: Gemini momentum and possible Meta TPU deal underscore AI capability
We think Alphabet is exceptionally well positioned in everything AI.
personal-finance
Mark to market: Are you making this mistake by not understanding compounding?
Mark explains why you should avoid breaking the chain of compounding.
funds
Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
stocks
Market too pessimistic about unloved ASX health care share
Our analysts believe a long-term margin recovery is underway.
stocks
Two overvalued ASX shares to avoid
Both shares trade at a significant premium to our fair value.
retirement
Why it’s time to ditch the retirement journey
I, along with many other retirement commentators, have had an unhealthy adherence to the concept of the retirement journey.
stocks
Materially undervalued ASX tech share
Long reinvestment runway supports our thesis on ASX technology company.
retirement
Future Focus: How much do you need for retirement if you don’t own a home?
Is a comfortable retirement possible without owning your own home?
stocks
For US software stocks, it’s been an AI bust, not a boom
Once-hot software names are lagging. Are they good buys?
personal-finance
Offset accounts explained: Are you using yours the right way?
In this episode of Investing Compass, Mark and Shani look at how Aussies are harnessing their offset accounts more than ever, and how to use them.
personal-finance
How to generate $100,000 in passive income
Reaching six-figures in passive income is not easy but don’t underestimate the benefit of time in the market.
retirement
How retirees can meet today’s needs without sacrificing tomorrow
Key insights for Australian investors from Morningstar’s 2026 Outlook report.
stocks
Finding value in the Aussie mining sector
Is the mining sector overvalued? A new Morningstar report highlights pockets of value that remain.
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