In this week’s Video Insight, I explain why market volatility is a normal part of investing. While market pullbacks can feel ...

I joined Kylie Morris on ABC Newcastle Mornings to discuss the recent increase in market volatility and the shift underway ...

On the surface, markets appear remarkably resilient, so if you’ve felt a sense of calm looking at your portfolio performance ...

For some time now, I have been writing about the fundamental structural shift occurring in global asset allocation, and specifically, the figurative death of the traditional 60/40 portfolio. For many ...

Every time the stock market stumbles a percentage point or two, headlines invariably scream the same ominous question: Is the ...

I joined Jess Maguire on ABC Statewide Drive to discuss how the rise of passive investing is changing the sharemarket, with ...

How to respond Across my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI ...

When I wrote Value.able in 2010, ‘Quality’ as an investing factor was gospel, a foundational truth: buying fundamentally ...

I joined Juliette Saly on Ausbiz to discuss how the rise of passive investing is reshaping markets. With ETFs and index funds ...

Last week, Google reported its first ever quarter of negative cash flow, surprising analysts who thought Q1 2027 would be when pressure on cash flows could seriously emerge, and causing the share ...

Broad, passive equity indices (such as the S&P 500 or Nasdaq) are historically concentrated. Passive flows into index funds mean a significant portion of an investor’s exposure is tied to six or seven ...