How to respond Across my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI ...

I joined Jess Maguire on ABC Statewide Drive to discuss how the rise of passive investing is changing the sharemarket, with ...

If you’ve been following the technology headlines, you might be confused by two seemingly contradictory statements. The first ...

Broad, passive equity indices (such as the S&P 500 or Nasdaq) are historically concentrated. Passive flows into index funds mean a significant portion of an investor’s exposure is tied to six or seven ...

In my latest article for The Australian, I argue that the S&P 500 is no longer the diversified benchmark many investors ...

I joined Kylie Morris on ABC Newcastle Mornings to discuss the impact of Labor’s changes to negative gearing and capital ...

When I wrote Value.able in 2010, ‘Quality’ as an investing factor was gospel, a foundational truth: buying fundamentally ...

I joined Juliette Saly on Ausbiz to discuss how the rise of passive investing is reshaping markets. With ETFs and index funds ...

Treasurer Jim Chalmers stepped up to the dispatch box in May 2026 to announce a sweeping overhaul of negative gearing and ...

There is an old political adage that if you want to understand a government’s true philosophy, don’t look at its speeches, ...

Inside every smartphone, laptop, PC, smart speaker, smart TV, digital camera, USB flash drive and gaming console is a memory ...

Many years ago, I was asked by an AFR journalist whether I would revise my valuation of ABC Learning Centres, which was a ...