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On paper FY26 was a good year for managed funds. Look closer and where you invested, how you hedged, and how consistent your managers are mattered more than the league tables suggest. Logan Wong on the FY26 fund review.

A handful of AI names now carry the US market, and on the numbers it has rarely been more expensive. Logan Wong on US concentration risk, why Australia sits closer to fair value, and what BGW is doing instead.

The Australian residential market is repricing. Serious capital is not sitting still, it is moving to a quieter, income-heavier part of property and private markets. Logan Wong on what the smart money is doing.

Bill Moss AO on China's chokehold over the rare earths supply chain, Australia's critical minerals opportunity at Mount Weld and beyond, and the risks investors should weigh.

Family offices typically allocate 25 to 35 per cent to public equities. Five reasons they still do, plus the construction they use and what the current ASX 300 valuation reading suggests.

Three reforms in the 2026-27 Budget changed how Australian portfolios should be structured: CGT discount abolished, negative gearing restricted, family trusts at 30%. A practical review framework.

Bill Moss AO on the AI data-centre power supercycle: the second-order infrastructure layer beneath the AI buildout, and how to track it.