Macro & markets
Was the ‘vibecession’ right all along?
Deteriorating sentiment suggests a widening gap between economic performance and public experience.
Q3 GDP in Australia headlines the week ahead.
Disappointing inflation leaves the RBA's rate outlook in the balance
Today's CPI does little to ease fears that the recent lift in inflationary pressures will...
What makes for a quality investment?
The three metrics that define quality investing and why they matter for building long-term wealth.
Wit and wisdom from Warren Buffett’s right-hand man
Two years since Charlie Munger’s passing, revisit his timeless investing lessons.
Inflation tests
This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.
Benign wages = no need for higher unemployment
Today’s result should not shift the needle significantly either way on interest rates.
Investing in AI - beyond the Magnificent 7
The investment opportunity set is now broader than the Mag 7.
How to earn more from the Big Four
As Australia's bank hybrid market sunsets, income investors are facing a gap in their portfolios.