Latest News & Analysis
markets
US inflation spikes in March as economists warn of spillover effects in the months ahead
Long-term inflation expectations remain low, but economists say higher energy costs could curb near-term consumer spending.
stocks
ASX share plunges due to Iran related weakness
Despite headwinds our long-term outlook is unchanged.
personal-finance
Unconventional wisdom: Lessons from a century of returns
Sobering research shows how hard it is to find the right shares.
markets
Market Index Performance | March 2026
Our monthly update detailing the short- and long-term performance of major indices.
stocks
Investors punish this ASX player after acquisition
We think the floundering stock price is not reflective of underlying asset value.
stocks
Revenue growth on track for undervalued ASX healthcare stock
Near-term cost growth does not change our long-term view.
stocks
Sales shine but broader macro outlook darkens for this ASX share
US stores are struggling, but our investment thesis hinges on the Australian rollout.
markets
Analysts: US-Iran ceasefire won’t mean a quick return to market normalcy
Oil prices are seen remaining elevated, with market volatility likely continuing.
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