Latest News & Analysis

retirement
Two charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
Two charts to explain the trade-offs in retirement planning
Two charts to explain the trade-offs in retirement planning
stocks
Fair value upgrade for this ASX income player

Fair value upgrade for this ASX income player

Headwinds in listed energy stocks likely to have passed
markets
From the desk of the CIO: What we know about the oil shock

From the desk of the CIO: What we know about the oil shock

Why past energy crises are not a reliable guide in navigating the current oil shock.
etfs
Future Focus: Build a 3 ETF portfolio in 2026

Future Focus: Build a 3 ETF portfolio in 2026

As valuations temper and market returns become subdued, focus on keeping more of what you earn.
etfs
The big bets you're taking in passive investments

The big bets you're taking in passive investments

In this episode of Investing Compass, Mark and Shani run through the tilts in passive investments and how that exposure impacts investors.
personal-finance
Getting rich versus staying rich

Getting rich versus staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.
stocks
The SpaceX IPO and the Elon Musk factor

The SpaceX IPO and the Elon Musk factor

Potential investors should remember that the company’s controlling shareholder can move markets with a few words.
markets

Where to invest during the Iran War

Morningstar’s chief investment officer for EMEA, Mike Coop, says energy stocks look overvalued, while bonds, gold, and AI could drive the next phase of returns.
personal-finance
The thin line between investing and gambling

The thin line between investing and gambling

The line between speculation and investing continue to blur.
stocks
The ASX’s most shorted stocks in 2026

The ASX’s most shorted stocks in 2026

What we can and can’t learn from the top 20 most shorted ASX shares.
personal-finance
What to do when you inherit shares

What to do when you inherit shares

Implications of inheriting or bequeathing shares
personal-finance
You can beat the stock market by avoiding its worst days. But you won’t

You can beat the stock market by avoiding its worst days. But you won’t

We put a viral post on X to the sniff test. It didn’t pass.
markets
Q2 2026 US stock market outlook: Don’t panic, readjust

Q2 2026 US stock market outlook: Don’t panic, readjust

Use the volatility to your advantage; where to harvest gains and where to redeploy.
retirement
Unconventional wisdom: Funding your dream retirement

Unconventional wisdom: Funding your dream retirement

An effective investment strategy for retirement must deal with several challenges while catering for your unique circumstances.
etfs
4 steps to build an ETF portfolio

4 steps to build an ETF portfolio

How to create an ETF portfolio to achieve your goals.
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