The AI boom has reshaped stock markets, but a June selloff exposed the risks of lofty valuations and growing concentration.

Compared to my previous article on the most shorted ASX companies, total short positions in GYG shares have also trended ...

Stock markets have been at elevated valuations. Geopolitical tension is real. Interest rates remain high by recent historical ...

Investors spend a lot of time thinking about returns. Time is spent debating performance figures, opining on market ...

We assume a 10% CAGR in earnings per share for our explicit 10-year forecast period, primarily driven by higher revenue per ...

Why the market may have overlooked this ASX top pick.

We have analyzed the AI threat and revisited our thesis about SiteMinder’s competitive landscape and its broader operating ...

For many investors, the huge increase in spending on the artificial intelligence buildout is proof that there is no bubble in ...

Fees should never be the sole decider of what investment option or provider you choose, but they should be one of the main ...

From 1 July 2027, negative gearing for residential property will be limited to new builds. Investors who buy a newly ...

Passenger numbers at Auckland Airport (ASX: AIA) for the 11 months to May 2026 are tracking about 2% higher year on year.

In a scenario with low inflation, strong returns early in retirement, and a normal lifespan the 4% rule dictates a level of ...