Our latest news and insights
From our quarterly outlook to our weekly insights into market trends, the Steward Wealth blog is the place to keep informed about what could affect your finances this week, month and year.
Are small cap companies still a bargain?
Small cap stocks have experienced notable volatility, including a 10% surge and subsequent retracement. Despite underperforming large caps over the past decade, their current low valuations and potential gains from falling interest rates make them an intriguing investment. However, their volatility and high proportion of loss-makers mean that expert management is essential.
A plain English explainer of what happened last week in global financial markets
A plain English explainer of what happened last week in global financial markets
What’s this $3m tax on super? Explaining Division 296 tax
As the 2025-2026 financial year approaches, clients are hearing about Division 296—a proposed 15% tax on superannuation earnings over $3M. This blog explains the details, formulas, and worked examples to understand this new tax.
Australia has its own tech powerhouses
Investing in tech has been lucrative, often leading people to think of US giants. However, Australia has its own standout tech companies delivering impressive results. Discover these hidden gems and their stellar performance.
The Land of the Rising Stock Market
Abenomics ushered in an era of significant reform for Japanese companies, 12 years later the share market has been one of the best performing in the world. Can it keep going?
Are Australian shares expensive?
There’s something innately comfortable about investing in companies you know and a market you’re familiar with, so it’s hardly surprising Australian investors, like their peers all over the world, have a bias to investing in their home market. And Australia has...
China – time to buy?
After a staggering 60% underperformance compared to global markets over the last three years, the Chinese share market begs the question: are its stocks too cheap to overlook? In the midst of this apparent carnage, could there be hidden opportunities waiting to be seized?
Is the US share market uninvestable?
The US share market has continued the strong rally that started at the end of 2023. Bearish commentators are making comparisons to the dotcom boom, quote lingering concerns about the economy and point to the risk of being reliant on the mega cap tech stocks. But does all that worry overlook sound reasons for the ongoing rally? What do the fundamentals tell us?
Private credit is redefining fixed income
Private credit is redefining fixed income as an asset class, with returns as high as 10 per cent plus attracting an explosion of interest. But all that attention has drawn the usual cowboy operators, so smart investors need to be careful.
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