Latest Posts
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Daily Market Update: 24 November 2025
Weak week for the All Odds (ASX:XAO) as BHP (ASX:BHP), gold miners drags The Australian sharemarket capped off a difficult week to 21 November 2025, with the ASX200 sliding to a six-month low and extending its losing streak to four straight weeks. Nearly $40 billion was wiped out on Friday alone as renewed AI jitters and a stronger-than-expected…
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INSight #454 with Tom Patrick from Barwon Investment Partners
Tom Patrick from Barwon Investment Partners shares insights with Larence Parker-Brown from The Inside Network on selecting the right healthcare assets.
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Overlooked opportunities in global small caps: INDepth with Steven McBoyle from Royce Investment Partners
Steven McBoyle from Royce Investment Partners speaks to Laurence Parker-Brown from The Inside Network for our INDepth series on the overlooked opportunities in global small caps.
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Daily Market Update: 21 November 2025
WiseTech rallies, Droneshield sinks on price query The local market ended a weeklong sell off, finishing with a gain of 1.3 per cent on Thursday, as the long-awaited NVIDIA result didn’t disappoint (more on this below). The result was only one sector, utilities, finishing more than 1 per cent lower, with both the technology and…
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Looking for growth? Then stay away from the S&P/ASX20
Where the US sharemarket index is concentrated in the “magnificent seven,” in Australia, it’s more like the “broken blue chips.” The notion that you can simply hold blue chips forever is now totally debunked.
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AI, infrastructure, commodities and the investment case ahead
AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a strong theme alone does not constitute a strong investment.
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OpenInvest, Partnervest and Franklin Templeton implement three-way win platform deal
The flexibility of OpenInvest’s open architecture was key to an innovative three-way deal the platform provider has signed with Franklin Templeton and Partnervest.
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What Test cricket taught me about investment management
Much like the world’s best test Test cricket bowlers, the best investment managers are more about consistency than flamboyancy. Here, one experienced investment manager discusses the similarities between cricket and investing.
