Financials
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 whatever trend is dominating headlines.…
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Further Analysis & Commentary
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…
ASX Edges Lower Again as CBA Drags; Gold and Lithium Shine
The ASX 200 slipped 0.2% to 8,818 as a sharp sell-off in Commonwealth Bank (-6.6%) overwhelmed strength across nine of…
Gold-Tech Rally Gains Traction After US Funding Deal, ASX Jumps
What's Happening The ASX 200 advanced about 0.6% to 8,822.5 near 2pm AEDT, pacing for its best day in two…
RBA Boxed In Recovery: What Hauser’s Stronger-Start Message Means for Markets
The RBA says this easing cycle began from the tightest starting point in at least 45 years, demand already brushing…
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Monthly Investor Memo
September 2025