Investing

Investment analysis, share recommendations, and market insights.

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Is it time for value investing?

On Saturday, I promised to look at value investing after the respected Ned Davis Research strategist Rob Anderson said: "A transition to a rising inflation regime would likely support a shift towards value." So today I ask: what is value investing and what stocks could end up with more investing fans?

Peter Switzer · May 25, 2026
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Do you play defence or offence?

Markets are at record highs, yet the world feels anything but settled. In this piece, I weigh up the case for staying fully invested versus pulling back to a more defensive footing – and look at what history, and some of Wall Street’s sharpest minds, tell us about where we go from here.

Peter Switzer · May 18, 2026
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What the 2026 Federal Budget means for your investments

The 2026 Federal Budget landed three significant tax changes that every Australian investor needs to understand. Here’s a breakdown of what’s changing on capital gains tax, negative gearing and discretionary trusts – including what’s grandfathered, what isn’t, and what, if anything, you should be doing right now.

Paul Rickard · May 18, 2026
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Four more heart medicine stars

This week, I'm looking at the rest of the ASX-listed cardiac health cohort – all of which have different angles in heart health.

James Dunn · May 18, 2026

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