Trends & Themes
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…
Netwealth (ASX: NWL) Investment Analysis: A High-Quality Compounder in Australia’s Wealth Platform Revolution
Introduction Every market cycle produces a handful of companies that keep compounding quietly in the background while attention shifts to…
ASX 200 Market Outlook, Support Holds as Inflation Guides the Next Move
The ASX 200 has pulled back sharply from its late October high above 9,100 and recently stabilised near the 200…
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Monthly Investor Memo
September 2025