Latest News & Analysis

stocks
More gas left in the tank for ASX highflyer
Shares jumped after results and are screening as overvalued.
More gas left in the tank for ASX highflyer
More gas left in the tank for ASX highflyer
stocks
Does BHP have a cost problem?

Does BHP have a cost problem?

Increasing capital expenditures on Jensen potash project.
stocks
Ahead of Earnings, is Apple stock a buy, a sell, or fairly valued?

Ahead of Earnings, is Apple stock a buy, a sell, or fairly valued?

Following strong holiday sales and a recent AI deal, here’s what we’re watching for in Apple’s earnings report.
markets
Gold keeps reaching new heights. Here’s why investors should proceed with caution

Gold keeps reaching new heights. Here’s why investors should proceed with caution

The yellow metal has been on a continued tear, but prudence may be warranted.
stocks
What to expect from these major ASX shares this earnings season

What to expect from these major ASX shares this earnings season

Our analysts answer key questions on major ASX shares ahead of earnings.
stocks
Procter & Gamble earnings: Frigid sales and margins don’t suggest cracks in its standing

Procter & Gamble earnings: Frigid sales and margins don’t suggest cracks in its standing

North America was a notable blemish, down 2% on an organic basis.
stocks
Our view on Santos after production is ramped up

Our view on Santos after production is ramped up

Barossa at 75% capacity and Pikka undergoing commissioning.
markets
21 reasons we’re nearing the end of a secular bull market

21 reasons we’re nearing the end of a secular bull market

David Snyder lays out the market and economic trends investors should be wary of.
stocks
GE Aerospace earnings: No good deed goes unpunished

GE Aerospace earnings: No good deed goes unpunished

We’ve raised our fair value estimate of GE Aerospace stock.
personal-finance
Unconventional wisdom: The Trump threat that investors are ignoring

Unconventional wisdom: The Trump threat that investors are ignoring

This week it is Greenland and next week it will be something else – long-term investors should look beyond the headlines.
markets
Is copper the next opportunity for investors?

Is copper the next opportunity for investors?

How tightening supply and rising demand could reshape returns.
stocks
Navigating the ASX dividend landscape in 2026

Navigating the ASX dividend landscape in 2026

Dividend yields are well below the 10-year average. Here’s how to navigate lower yields in 2026.
markets
Chart of the Week: Is the US Dollar in structural decline?

Chart of the Week: Is the US Dollar in structural decline?

The latest from our global analysts.
stocks
Meta stock has struggled amid AI spending concerns. Is it a buy?

Meta stock has struggled amid AI spending concerns. Is it a buy?

Meta stock has lost ground as investors raise concern over capital expenditures and risky AI strategies.
stocks
Netflix Earnings: Strong, as expected; 2026 guidance confirms decelerating growth

Netflix Earnings: Strong, as expected; 2026 guidance confirms decelerating growth

We think Netflix stock is moderately overvalued.
markets
Trump’s Greenland tariff threats send US stocks, bonds ralling

Trump’s Greenland tariff threats send US stocks, bonds ralling

Investors move into safe havens of precious metals amid new geopolitical tensions.
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