INVESTMENT MATTERS 

Stock and Market updates from the week.

Opportunities for reflection, celebration, caution and patience

6 December 2024

Nufarm – investment update

22 November 2024
Healthcare in Australia

NIB and the Health Insurance Sector

15 November 2024

US election – What to expect from the market

8 November 2024

Portfolio holdings – HMC Capital and Imdex

1 November 2024

Housing afforability – The fallacy of planning, nimble pragmatism and two banks making sense

25 October 2024

We are challenging the markets’ view 

18 October 2024
Generative Ai

GLP drugs, Generative AI and Aurelia metals

11 October 2024
Rotation begins

The rotation begins

4 October 2024

What interest rate cuts in the US might mean for Australia

20 September 2024

Long term trends in global trade – Reporting season concludes – Bega, Johns Lyng and Nanosonics

13 September 2024

Profit Reporting Season Concludes – Steadfast, Johns Lyng, Healius/ACL and Bapcore

6 September 2024

Reporting season continues – Worley, Inghams, Earlypay, Ventia and Woolworths

30 August 2024
Image from khunkorn Via Canva

Reporting season continues – BlueScope, Judo Bank, Reliance Worldwide, Cleanaway

23 August 2024

Reporting season continues – Seek, Seven Group Holdings, Beach Energy and Nufarm

16 August 2024

Quick Return to Stability

9 August 2024

Critical CPI print reduces risks of policy error 

2 August 2024

New Financial Year, New Opportunities Part II – Energy sector

26 July 2024

New Financial Year, New Opportunities – Pathology and Healthcare

19 July 2024

Year-end stocktake part 4: Gold, Mining and Industrial companies

5 July 2024

Year-end stocktake part 3: Non-bank financials and technology  

28 June 2024
House connected to lithium battery

Year-end stocktake part 2: Lithium and Domestic economy

21 June 2024
wooden block representing portfolio diversification

Understanding Portfolio Diversification: a year-end stocktake 

14 June 2024

Australia’s ‘National Accounts’ – little growth, other than in population

7 June 2024

Finding wisdom from history – forecasting supply and demand

24 May 2024

Federal Budget deep dive – the Labor Government’s 3rd Federal Budget

17 May 2024
Macquarie and Perpetual results and analysis

Macquarie Group and Perpetual – analysis of FY24 results and company outlook.

10 May 2024

Finding the crunch point – RBA raising rates? What? 

3 May 2024
Pile of gold

Is gold the new haven? The mystery behind the price surge

19 April 2024

Optimistic optimism: strong returns to both Australian and global equities

12 April 2024

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