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
Markets Snap Out of the Rate-Cut Dream: Tech, Crypto and Small Caps Lead the Sell-Off
Markets Hit Reality Check The ASX joined a global rout on Friday as fading hopes for interest rate cuts triggered…
Where Active Still Wins: Why Small-Cap Managers Are Beating The ETFs
Active Isn't Dead, Its Just Smaller While passive investing has swept global markets with its promise of low fees and…
Small Cap Rotation Accelerates: Why Ausbil Is Shutting to New Money
Ausbil's Australian Small-Cap Fund is closing to new money as it nears its self-imposed capacity (about $700m). The team cites…
POSCO MinRes Lithium Deal Signals Shift From China
Mineral Resources (MinRes) struck a $1.2b deal with South Korea's POSCO for a 30% stake in a new JV holding…
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Monthly Investor Memo
September 2025