Opinion & Commentary
Nestle selling €5bn water division; Rothschild to run the sale
Nestlé SA is moving ahead with plans to sell a stake in its €5 billion ($5.8 billion) water division, which includes well‑known brands such as Perrier and…
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Further Analysis & Commentary
James Hardie Board Revolt: Shareholders Reject $14 Billion Azek Deal and Oust Chair
In a rare and dramatic James Hardie shareholder revolt, investors voted to remove Chair Anne Lloyd and two other directors…
Australia’s New 5% Deposit Rule Could Supercharge the Housing Market, But Supply Remains the Achilles’ Heel
A Game-Changing Shift in Housing Policy In one of the most significant housing reforms in recent years, the Albanese Government is preparing…
AGL’s Pottinger Wind Farm Greenlighted: A $2Bn Bet That Could Redefine Australia’s Energy Investment Landscape
In a week that underscores Australia’s accelerating commitment to the energy transition, Environment Minister Murray Watt has given the green…
Australia’s Iron-Ore Gamble: Beijing, Bond Yields and the Commodities Re-set
For decades, Australia’s export juggernaut has been underwritten by iron ore, a product whose flows, pricing, and geopolitics have shaped…
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Monthly Investor Memo
September 2025