portfolio positioning

Decoding Berkshire Hathaway’s latest report under new CEO Greg Abel.

How time is an investor’s biggest advantage.

As AI concentrates returns, a rare pricing gap is opening across global equities that investors may be overlooking.

In news that surprised little in markets, a rate hiking cycle has begun, here’s how we are positioning portfolios accordingly.

Markets aren’t broken, but they aren’t easy. Michael Wayne explains his positioning and why one stock still makes sense.

What 2025 taught investors and the four themes that will matter most in 2026.

Medallion’s Michael Wayne and Shaw’s Adam Dawes reveal where to overweight and underweight, plus their ASX 200, S&P 500 and RBA rate calls.

In Fisher Investments Australia’s experience, voters aren’t fans of do-little politicians—true whether in Canberra or Washington, DC.

Do we really need more ETFs, stocks and other investments to generate attractive returns? Or could you do the same with one or two?

Appearances can hide the real picture, as is the case in today's financial markets.