us equities

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.

The truth is, housing was never a great investment to start with, and the tax changes in the Budget make some, but little, difference.

Having done so in 2025, will non-US equity returns continue to outperform US equity returns? Let's look at some charts...