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.
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.