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Why Smart Investors Sell at the Worst Possible Time

Many investors think selling is an easy part of investing that doesn’t require a lot of thought. In contrast, buying is exciting. It requires an understanding of valuation numbers, corporate fundamentals, and the macro environment. For many investors, these are interesting challenges that are an enjoyable part of investing. Yet, selling feels to many like an administrative process that’s executed more out of necessity. It’s the dotting of the investment i’s and the crossing of the t’s that concludes the process.

23 Feb 2026
 · 7 MIN READ

Investing in the Age of Discontent

If you’re a news reader, you’re probably feeling like the world is engulfed in a crisis with no end date in sight. It sure feels like that as bad story after bad story is channelled toward news consumers around the world. Take your pick of which one that matters most. Trump’s latest offensive tweet, the housing shortage, the cost of living, the system, the list goes on.

4 Feb 2026
 · 7 MIN READ

The Cheapest Commodity in the World Right Now

For most of financial history, oil has been the beating heart of the global economy as it has fuelled transport, industry, and economic growth. But in early 2026, oil may well hold a less impressive title: the cheapest major commodity in the world. It’s currently trading at a price that defies historical patterns and conventional market wisdom.

29 Jan 2026
 · 7 MIN READ

The Great Broadening Has Begun

Are you tired of hearing about the Magnificent Seven being the only investment game in town? That would be understandable since it’s the narrative that’s dominated global equity markets for many years now. It’s been the same outside of the U.S., including here in Australia. The Magnificent Seven have been driving the global equity markets to new highs, and international participation has been rising accordingly.

22 Jan 2026
 · 5 MIN READ

The Megatrends Here to Stay

Most of the world’s great investors are masters at identifying structural investment trends they can rely to drive their portfolio performance for decades rather than weeks. Whilst predicting the long term future is anything but easy, successfully identifying megatrends is likely to make your life as an investor a lot easier.

14 Jan 2026
 · 8 MIN READ

The 2026 Guide to All Things ETF

Whether you’re starting up your portfolio fresh, or looking to add new tilts to your existing investments, there are plenty of options in the ETF world today and more to come in 2026. There are more than 400 ETFs listed on Australian exchanges, and plenty to come in the pipeline, so how do you navigate your choices?

6 Jan 2026
 · 11 MIN READ

2026 Investment Markets Outlook: A Narrow but Navigable Pathway Upwards

As the new year begins, the global economy is on a surprisingly resilient track, although the margin for policy error by governments and central bankers is narrow. With global inflation sticky but moderating and high developed-market government debt, central banks face an ever-finer line in their efforts to cut rates without reigniting inflation or destabilising bond markets.

5 Jan 2026
 · 16 MIN READ

The Lessons 2025 Taught Us All

2025 has been a year when it has paid to learn from the markets. And there have been plenty of lessons flying at investors open to learning. For example, structural dynamics often override thematic hopes, macro-regime shifts matter, diversification remains the only free lunch in finance, and cost-control plus discipline still beats speculative glamour.

10 Dec 2025
 · 6 MIN READ

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