Four decades of falling interest rates shaped the way investors built wealth. If that era is ending, it may be time to ...
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 ...
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 ...
Retail sales growth varies significantly across categories. In defensives, groceries are outperforming liquor. Woolworths’ ( ...
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 ...
Here are the questions I’m pondering as we enter the fourth quarter. Question 1: How will higher bond yields impact asset prices? As you’re probably aware, bond yields are rising. September saw the US ...
If AI is playing a major role today in lifting interest rates, then any cooling of the AI boom should act to lower interest ...
Megaport ( ASX.MP1) shares jumped nearly 10% as it announced around $1 billion in new artificial intelligence infrastructure ...
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