In this week’s video insight, I dive into the topic of asset allocation and how to approach balancing risk and return. Using ...
In my latest article for Firstlinks, I unpack a fundamental question: why do investors react differently to market fluctuations when they own a listed company versus a private business? If a private ...
As February’s reporting season kicks off, investors are keenly focused on company profits as ASX-listed companies release ...
According to the bears, the promised breakthroughs feel eerily like the heady days of the dot.com bubble. Pointing to a market narrative we’ve seen before, AI developments – particularly those ...
The American sharemarket continues to prove its resilience heading into 2025, despite periodic bouts of volatility that have ...
I joined Sean Aylmer on the Fear and Greed podcast to discuss the latest market turmoil triggered by Chinese artificial intelligence (AI) company, DeepSeek. We explored how DeepSeek’s development of a ...
In this week’s video insight, I discuss the potential shift in the artificial intelligence (AI) and tech landscape following ...
You gotta love it when a party ends and the lights come on. Blinking and adjusting to the bright lights, you begin to see clearly that which was previously blurry and obscured. One of the most ...
Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.
This week, I had the pleasure of joining Phil Clarke on ABC Nightlife to reflect on the surprising performance of the share market in 2024 and to discuss my outlook for 2025. At the start of the year, ...