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MARKET INSIGHTS News & Analysis

3 lessons to incorporate into your investment approach
Personal Finance
3 lessons to incorporate into your investment approach
Insights from academic research with a real-world filter.  
Mark LaMonica, CFA | 22 April 2025
4 ways to take advantage of the market turmoil
Personal Finance
4 ways to take advantage of the market turmoil
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily...
James Gruber | 22 April 2025
Mark to market: Are you making this mistake by not understanding compounding?
Personal Finance
Mark to market: Are you making this mistake by not understanding compounding?
Mark explains why you should avoid breaking the chain of compounding.
Mark LaMonica, CFA | 20 March 2025
Mark to market: Annuities – will I get my money back?
Personal Finance
Mark to market: Annuities – will I get my money back?
More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.
Mark LaMonica, CFA | 12 March 2025
Young & Invested: Should you rent-vest?
Personal Finance
Young & Invested: Should you rent-vest?
First home buyer diving into the market? Explore this rising home ownership trend. 
Simonelle Mody | 11 March 2025
What we’ve learned from 150 years of stock market crashes
Markets
What we’ve learned from 150 years of stock market crashes
Though they varied in length and severity, the market always recovered and went on to new highs.
Emelia Fredlick | 11 March 2025
Chart of the week: Why small caps could shine bright in 2025
Stocks
Chart of the week: Why small caps could shine bright in 2025
The Chart of the Week is a reason why small caps may shine bright in 2025.
Shani Jayamanne | 03 March 2025
What rate cuts could mean for your investment property
Personal Finance
What rate cuts could mean for your investment property
Own an investment property or looking to get into the market? Find out how the RBA's interest rate cut could affect you.  
Simonelle Mody | 18 February 2025
Dollar cost averaging vs lump sum investing
Personal Finance
Dollar cost averaging vs lump sum investing
What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum...
Shani Jayamanne | 11 February 2025
Chart of the week: How unattractive is the Aussie equity market?
Markets
Chart of the week: How unattractive is the Aussie equity market?
The Chart of the Week looks at Morningstar's stock valuations for the Australian market and how it compares to the past.
Shani Jayamanne | 06 February 2025