The S&P 500 has once again notched fresh record highs, surging more than 13 per cent year-to-date (YTD) and comfortably outpacing its historical average annual return. Driving the rally is a combination of robust earnings, apparently stabilising geopolitical friction, and the relentless build-out of artificial intelligence (AI) infrastructure. This article was written on 11 August 2026.
Since Labor’s 2026 federal budget changes were handed down, Australia’s property market – particularly suburbs across Sydney and Melbourne – has experienced sharp price corrections. While property commentators spent early 2026 tracking a largely flat, sideways trend in capital city housing (hovering around the $1. 81M to $1.
In this video I discuss Aussie Broadband (ASX: ABB), a growing challenger in Australia’s retail broadband market with around 15 per cent of the NBN market across its retail and wholesale services. The company has delivered double-digit organic sales growth alongside acquisitions, while increasing scale may support further growth and operating efficiencies.
If the S&P 500 is the dog that wags the global stock markets’ collective tail, then the U. S. central bank – The Federal Reserve – is the brain controlling that dog. What happens at the Fed matters to almost every investor around the world.
Watch Scott Phillips, Head of Distribution, speak with Sean Sequeira, Chief Investment Officer, Australian Eagle Asset Management, about the key drivers of the Fund's performance, why quality investing faced headwinds, and where they see the opportunities ahead.
Hear Sean Sequeira, Chief Investment Officer, Australian Eagle Asset Management, discuss the key drivers of the Fund's performance, the sell-off in quality companies, and why he remains confident in the opportunities ahead.
Watch Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund, discuss the biggest investment themes of FY26, the impact of artificial intelligence (AI), and where he sees the best opportunities in small caps.
For some time now, I have been writing about the fundamental structural shift occurring in global asset allocation, and specifically, the figurative death of the traditional 60/40 portfolio.
Australia’s August reporting season is now underway, with investors turning their attention from macroeconomic headlines to what ultimately matters most over the long term: company earnings and outlook statements. This reporting season arrives against the backdrop of uncertainty in the economy.
In this week’s Video Insight, I explain why market volatility is a normal part of investing. While market pullbacks can feel unsettling, history shows they’ve often been temporary and have regularly occurred even in years that finished with strong returns. The key is staying disciplined and keeping your focus on the long term.
Every time the stock market stumbles a percentage point or two, headlines invariably scream the same ominous question: Is the big market crash finally here? It’s easy to sympathise with investor nervousness, despite the S&P500 being less than three per cent from all-time highs.
