The live valuation read on the Australian market, plus what Logan Wong and Bill Moss AO are watching across private markets, critical minerals, infrastructure, tax policy and portfolio construction.
A composite of the Southern Cross Indicator, P/E, mean reversion, earnings yield gap and dividend yield across the S&P/ASX 300. Six long-horizon models, one aggregate reading. By Logan Wong.
The Bank of Japan lifted its policy rate to 1.25 per cent, the highest in three decades. Thirty years of cheap Japanese capital held long-dated yields down for everyone, and the change reaches Australian bonds, the dollar and the ASX. By Logan Wong.
Shocks have stepped up to a permanently higher level, and it is measurable. What almost nobody has costed is what it takes out of you to sit in cash at 4.35 per cent while inflation runs at 3.6 per cent. By Logan Wong.
Global sovereign yields are at their highest since mid 2008. Why the long end, not the next central bank decision, is doing the work, and where the world's largest borrowers are going instead. By Logan Wong.
A cyclical rate squeeze sitting on top of a structural budget repricing. Where dwelling values, forecasts and supply now sit, and where displaced capital is going. By Logan Wong.
Who qualifies under the section 708 tests, how the accountant's certificate works, and what wholesale status changes about access and protections. By Logan Wong.
On paper FY26 was a good year for managed funds. Underneath, where you invested, how you hedged, and how consistent your managers are decided the year. By Logan Wong.
A handful of AI names now carry the US market, and it has rarely been more expensive. Why Australia sits closer to fair value, and what we are doing instead. By Logan Wong.
The residential market is repricing, but capital is not leaving property. It is moving to a quieter, income-heavier part of property and private markets. By Logan Wong.
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. By Bill Moss AO.
The AI data-centre power supercycle: why the second-order layer of grid, cooling, generation, switchgear and memory is still being repriced. By Bill Moss AO.
CGT discount, negative gearing and the family-trust 30% floor. What changes for wholesale investors, in plain English. By Logan Wong.
The five-sleeve framework BGW uses to translate a Fairly Valued market into a real allocation, drawing on Campden, UBS and Citi survey data. By Logan Wong.