Home  ·  Insights
Insights from Logan Wong

Notes from the desk.

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.

Live Dashboard Updated monthly

Australia Market Valuation: where the market sits right now.

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.

Open the dashboard ›
+0.62
Aggregate reading (z-score)
As at 3 Aug 2026
Investor Guide
Updated 6 August 2026

Wholesale vs sophisticated investor: a plain-English guide.

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.

Read article ›
Issue No.6 · Markets & Funds
Published 31 July 2026

The strategies that won and lost the FY26 race.

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.

Read article ›
Issue No.5 · Markets & Valuation
Published 17 July 2026

The AI boom is real. So is the risk.

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.

Read article ›
Issue No.4 · Property & Private Markets
Published 3 July 2026

Property is under pressure. What is the smart money doing?

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.

Read article ›
Issue No.3 · Critical Minerals
Published 18 June 2026

Rare earths are not rare. The advantage is control.

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.

Read article ›
Issue No.1 · Infrastructure
Published 11 May 2026

The golden hockey sticks of infrastructure.

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.

Read article ›
Issue No.2 · Tax & Policy
Published 30 May 2026

2026-27 Federal Budget: how the new tax rules reshape Australian portfolios.

CGT discount, negative gearing and the family-trust 30% floor. What changes for wholesale investors, in plain English. By Logan Wong.

Read article ›
Portfolio Construction
Published 12 June 2026

How Australian family offices are building their equity allocation in 2026.

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.

Read article ›
Fortnightly Insight

Get Logan Wong's market notes direct to your inbox.

One email every second Friday. The valuation read, what's moving in private markets, and a single allocation idea worth a closer look. No noise.

Subscribe