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CREDIT RESEARCH News & Analysis

Mark to market: Does the perfect ETF already exist?
Personal Finance
Mark to market: Does the perfect ETF already exist?
Mark answers a reader question about an existing ETF and if it meets the criteria he outlined for the 'perfect ETF'. 
Mark Lamonica | 10 December 2024
Mark to market: Should I offset capital gains by selling?
Personal Finance
Mark to market: Should I offset capital gains by selling?
Mark answers a reader question about selling positions that have dropped in price to offset capital gains. 
Mark Lamonica | 28 September 2024
Private credit
Personal Finance
Private credit
This week’s Investing Compass episode looks at what the asset class is, why it has grown in popularity and whether investors should take on private...
Mark Lamonica | 19 August 2024
Australian Credit Monthly | January 2024
Fixed Income
Australian Credit Monthly | January 2024
The broad fixed income market was relatively quiet for a change month-on-month, marking an end to many months of volatility.
Charlie Callan, CFA | 08 February 2024
What do cheese and hybrids have in common?
Fixed Income
What do cheese and hybrids have in common?
Losing the confidence of your funders, whether retail or institutional, has fast and far-reaching implications.
Charlie Callan, CFA | 23 March 2023
No value in Afterpay, says Morningstar-gold manager
Funds
No value in Afterpay, says Morningstar-gold manager
Greencape Capital's David Pace believes passive money flowing into the stock creates an opportunity for active managers to shine.
Emma Rapaport | 16 September 2020
Too great expectations?
Markets
Too great expectations?
Are you among the 80 per cent of investors who still base their predictions for future returns on past returns?
Lex Hall | 04 September 2020
Investing lessons from an Nvidiot
Markets
Investing lessons from an Nvidiot
Selling out too soon hurts but there are ways to ease your grief.
Lex Hall | 21 August 2020
Shopping in the small and midcap aisle
Markets
Shopping in the small and midcap aisle
When the big tech giants account for 25pc of the S&P 500, it’s refreshing to hear of bargains among other sectors and regions.
Lex Hall | 24 July 2020
The mental toll of the covid crisis
Markets
The mental toll of the covid crisis
Almost half of all Australians say their mental wellbeing has suffered since the crisis began.
Lex Hall | 10 July 2020