Financials
ASX Stocks 2026: High-Quality Names to Watch This Year
Where earnings quality matters more than market noise
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Further Analysis & Commentary
Gold at Records, ASX Still Up: A week of Nerves & Winners
Week ended Friday, 17 Oct 2025 The ASX 200 slipped on Friday but still banked a +0.4% weekly gain as…
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
U.S. Government Shutdown: Duration Matters More Than Drama
The U.S. federal government shut down at 12:01am on Oct 1 after competing funding bills failed in the Senate. With…
Big Four Banks and the Next Wave of Digital Lending: Opportunities and Risks
In 2025, Australia’s banking landscape is at a digital crossroads. The country’s Big Four banks—Commonwealth Bank, Westpac, National Australia Bank,…
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Monthly Investor Memo
September 2025