A retiree who owns their home outright only needs to fund their lifestyle expenses. Using a real return of 4% and a 30-year retirement, that requires around $1.25 million in super – a figure that ...

Software stocks have lagged AI names by a significant margin for most of 2025. Software stocks are significantly undervalued, ...

Retirees or soon-to-be retirees must change objectives from accumulation to generating reliable, sustainable income streams.

In this episode of Investing Compass, Mark and Shani look at how Aussies are harnessing their offset accounts more than ever, ...

Morningstar analysts Jon Mills and Alex Anderson recently released their Q3 report on the Mining Sector. The report ...

Sonic has a progressive dividend policy and a strong balance sheet with net debt/EBITDA at 2.0 at June 2025. Sonic is ...

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a ...

Markets have a way of humbling even the sharpest forecasters. Here are tactics investors can use whatever the future holds.

Shannon’s Demon is clearly a hypothetical exercise that ignores the realities of investing – transaction costs, buy / sell ...

JP Morgan estimates AI-related stocks now make up about 45% of the S&P 500. At that size if one company sneezes, the whole ...

We still see Nvidia shares as undervalued and view recent AI bubble chatter as a buying opportunity. Longer-term concerns about AI funding and energy buildouts are valid in the medium to long term, ...

Another key distinction lies in the construction of the underlying benchmarks. The tracking indexes for passive strategies in this category employ relatively narrow inclusion criteria, whereas active ...