Markets
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
Lynas Rare Earths (ASX: LYC): Equity Analysis
Lynas Rare Earths is the largest producer of rare earth elements outside China, with operations spanning the Mt Weld mine…
Caterpillar’s A$1.12 Billion Acquisition of RPMGlobal: A Strategic Move in Mining Technology
Caterpillar’s A$1.12 Billion Acquisition of RPMGlobal: A Strategic Leap into Mining Technology In a landmark move reshaping the Australian mining…
Superannuation Overhaul: Labor’s Revised Tax Plan and What It Means for Investors
On October 13, 2025, Treasurer Jim Chalmers announced significant revisions to the government's proposed superannuation tax reforms. The updated plan…
The Quiet Bull Market in Buybacks
While 2025 headlines have been dominated by market swings, rate noise, and geopolitics, a quieter trend has been unfolding on…
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Monthly Investor Memo
September 2025