The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s ...
With significant changes to Australia’s capital gains tax rules on the horizon, income investing is attracting renewed ...
Four decades of falling interest rates shaped the way investors built wealth. If that era is ending, it may be time to ...
Take a look through what resonated with investors in September.
Codan ( ASX.CDA) is guiding fiscal 2027 sales growth in its communications segment of 30%-40% from fiscal 2026, on higher sales to active conflict zones. First-half fiscal 2027 group net profit after ...
Far fewer can explain how those investments work together to achieve their financial goals. That’s understandable. Portfolios ...
We think a combined through-the-cycle contribution from inflation and population growth is about 4%. The average contribution ...
The big news this week was the Reserve Bank raising the cash rate to 4.60%. Although expected, interest rate increases may ...
Retail sales growth varies significantly across categories. In defensives, groceries are outperforming liquor. Woolworths’ ( ...
The company’s new compute business, which rents out compute to AI companies, is clearly on a tear. It has announced $2.3 ...
If AI is playing a major role today in lifting interest rates, then any cooling of the AI boom should act to lower interest ...
In recent years, a small group of tech companies have accounted for a large share of global equity returns and thus, ...