us equities

Do events like the Firmus IPO debacle clearly demonstrate the lack of growth potential in the Australian stock market?

The market's firmest rule is never to catch a falling knife. It is also the reason its best bargains so often go unclaimed.

Most active funds underperform, and the reasons are structural, not bad luck. Understand them and there is a better way to be active.

The big superannuation funds are printing near 10% returns for FY26, and more for the best growth funds, but are those good returns?

The wide spread between winners and losers has punished diversification. J.P. Morgan's Fiona Harris explains why it’s still important.

For years a few megacaps drove the market. In 2026 small caps are winning in every sector, and big tech's own spending is funding it

One model is a liability. An ensemble of many models beats the best of them, just as a diverse crowd beats its cleverest member.

A helpful macro picture and positive sentiment spell good news elsewhere in the Anglosphere.

AI will boost productivity, but the question is can companies will make an adequate return on their investment to justify lofty valuations.

There is more at stake than the economic future of our country – this is a battle for the very soul of Australia.