I joined Juliette Saly on Ausbiz to discuss the next phase of the artificial intelligence (AI) investment cycle and the ...

Australia’s August reporting season is now underway, with investors turning their attention from macroeconomic headlines to ...

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 ...

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

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

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

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 ...

If you’ve been following the technology headlines, you might be confused by two seemingly contradictory statements. The first ...

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

A crisis of quality – What’s wrong with active management? When I wrote Value.able in 2010, ‘Quality’ as an investing factor was gospel, a foundational truth: buying fundamentally superior businesses ...

I joined Kylie Morris on ABC Newcastle Mornings to discuss the impact of Labor’s changes to negative gearing and capital gains tax (CGT) on the housing market. We looked at why first home buyers may ...