Large Cap ($10B – $50B)
Dividend Portfolio Series: 5 High-Yield Dividend Stocks You Should Own in 2026
High‑yield dividend stocks are companies whose dividend yield sits above the market average, often 5% or higher. These stocks typically come from sectors with strong…
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Further Analysis & Commentary
ASX Tech Stocks Are Under Pressure as Rates, War and AI Fears Collide
The latest washout in ASX tech stocks says less about one bad month and more about a market that is…
IBM: A Potential Victim of Anthropic AI’s Recent Developments?
Anthropic's Recent Developments The developments involving IBM and Anthropic represent more than a temporary market reaction; they signal a deeper…
Nvidia AI Outlook: Can the Chip Giant Sustain Its Dominance?
Nvidia remains at the centre of the artificial intelligence boom, but markets are beginning to question how much further the…
An Outlook on Fortescue: Quarterly Results Update.
Business Description Fortescue Ltd. (ASX: FMG), headquartered in Perth, has transformed from a traditional iron‑ore‑focused miner into a diversified global…
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Monthly Investor Memo
Delivered Monthly - 2026