Australian Equity Outlook

I analyse 13,000 readers’ tips, review a century of other studies – and show how and why tips usually underperform and sometimes crash.

Greg Canavan from Fat Tail says rate cutting cycles are actually bad news for equity investors, not good. Why? Find out here.

A few weeks ago, I spoke to Bennelong Fund Management's Stuart Fechner about the difficult market environment and how the Kardinia team is positioning our fund as a...

A few weeks ago, I wrote about ‘peak inflation’ and why bonds are the ‘most contrarian bet to make right now’. In this wire, I want to explain why that’s...

Australia’s equity market performance versus global markets has waxed and waned over recent decades. A key driver of relative performance has been relative global...

Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central bank focus...

MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward...

Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as investor confidence is shaken...

Market liquidity and company profits are the twin engines of a bull market. So with liquidity draining, will profit growth be enough to sustain the market? We asked...

There is one specific reason as to why I would caution investors to have high expectations about the local share market post October carnage, and that is because of US...