Latest News & Analysis

personal-finance
Managing tax when investing as a couple
How to optimise your returns
Managing tax when investing as a couple
Managing tax when investing as a couple
stocks
Progress in UK expansion for undervalued ASX share

Progress in UK expansion for undervalued ASX share

Guidance reaffirmed and UK implementation on track.
personal-finance
Monthly Wrap: October’s best reads from Morningstar

Monthly Wrap: October’s best reads from Morningstar

Take a look through what resonated with investors in October.
stocks
The sectors set to soar on government spending

The sectors set to soar on government spending

Governments worldwide love to spend more money, and there are no signs that it will change any time soon.
stocks
Chart of the Week: How private companies are reshaping public markets

Chart of the Week: How private companies are reshaping public markets

Our latest take from the US Manager Research team.
personal-finance
Young & Invested: Why these ETFs might require caution

Young & Invested: Why these ETFs might require caution

Investigating a high risk, high reward approach to ETF investing.
stocks
Palantir earnings: AI leadership intact; valuation still causes heartburn

Palantir earnings: AI leadership intact; valuation still causes heartburn

Our view of Palantir Technologies.
stocks
Market underestimating cheap ASX share

Market underestimating cheap ASX share

Investors missing the big opportunity in batteries.
stocks
As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally

As Nvidia crosses $5 trillion, 5 charts on the unstoppable tech rally

Demand for AI has catapulted tech stocks into the stratosphere.
retirement
The growing debt burden of retiring Australians

The growing debt burden of retiring Australians

The concentration of illiquid non-financial wealth is creating its own complications as retirement approaches, particularly for those still indebted.
personal-finance
Only 29% of people get these 3 money questions right

Only 29% of people get these 3 money questions right

In this episode, Mark and Shani run through a financial literacy quiz used in over 20 countries.
stocks
Westpac earnings: Tech overhaul is costly but not hurting lending and deposit growth

Westpac earnings: Tech overhaul is costly but not hurting lending and deposit growth

Our view after latest earnings report.
personal-finance
The investment mistake killing your returns

The investment mistake killing your returns

Complexity and its hidden costs.
stocks
Future Focus: Are franking credits ‘free alpha’?

Future Focus: Are franking credits ‘free alpha’?

There’s always an opportunity cost.
stocks
Berkshire Hathaway earnings: Cash balances hit $358 billion on mostly solid results across the firm

Berkshire Hathaway earnings: Cash balances hit $358 billion on mostly solid results across the firm

We think Berkshire Hathaway stock is moderately undervalued.
personal-finance
How much business risk are you taking in your portfolio?

How much business risk are you taking in your portfolio?

An ownership mentality is critical to success but many investors ignore the risk of the businesses in their portfolio. 
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