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.
With significant changes to Australia’s capital gains tax rules on the horizon, income investing is attracting renewed ...
The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s ...
We think a combined through-the-cycle contribution from inflation and population growth is about 4%. The average contribution ...
Retail sales growth varies significantly across categories. In defensives, groceries are outperforming liquor. Woolworths’ ( ...
The big news this week was the Reserve Bank raising the cash rate to 4.60%. Although expected, interest rate increases may ...
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 ...
But the yield curve being the ‘right-way up’ doesn’t mean a recession won’t occur. Just as an inverted yield curve shouldn’t ...
If AI is playing a major role today in lifting interest rates, then any cooling of the AI boom should act to lower interest ...
Warren Buffett, chair and former CEO of Berkshire Hathaway BRK.B, announced Sept. 18, 2026, that he would step back from a ...
Megaport ( ASX.MP1) shares jumped nearly 10% as it announced around $1 billion in new artificial intelligence infrastructure ...
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