Market Overview
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
Australian Consumer Spending Trends: How Household Demand Is Driving GDP Growth
Australian Consumer Spending Trends Driving GDP Growth Australia’s latest economic data shows a clear resurgence in household demand, and it…
AUB Takeover Bid Collapses as Board Backs Its Long-term Growth Story
After more than a month of due diligence, AUB Group is back on its own, and its share price is…
Australian Dollar Outlook: Why the AUD Isn’t Rallying Despite Rising Rate Expectations
If foreign exchange markets were guided purely by interest rate differentials, the Australian dollar should be pushing higher. The domestic…
ASX Outage Reveals Deeper Failures in Market Infrastructure
When Australia's share market operator can't publish company announcements for more than two hours on a Monday morning, it's not…
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Monthly Investor Memo
September 2025