Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026
The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the sidelines while growth names did…
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Further Analysis & Commentary
Australian Asset Heat Map: Records in Gold, Equities and Housing Sentiment
Australia is running hot across three fronts at once. Gold is at a record. The ASX 200 is hovering near…
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…
Australian Energy Market: OPEC+ Steady, Oil firm; Woodside Approval
Oil's bid held after OPEC+ opted for a modest 137,000 b/d production increase for November, matching Octobers step-up, which eased…
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…
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