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
Newmont Corporation (ASX: NEM): Equity Research Analysis
Newmont enters the next leg of the gold cycle as the world's largest listed gold producer with a broadened copper…
AI Euphoria vs Risk Control: What It Means For Investors
AI rally risk management: Top Australian fund managers are trimming high-beta technology exposure as AI-linked gains propel global indices but…
Australian Asset Heat Map: Records in Gold, Equities and Housing Sentiment
Australia is running hot across three fronts at once. Gold is at a record. The ASX 200 is hovering near…
Australia’s New 5% Deposit Rule Could Supercharge the Housing Market, But Supply Remains the Achilles’ Heel
A Game-Changing Shift in Housing Policy In one of the most significant housing reforms in recent years, the Albanese Government is preparing…
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Monthly Investor Memo
September 2025