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HALO Investing ASX Strategy, Why Heavy Assets Are Back in Focus

One of the more interesting shifts in global markets right now is not about new technology, it is about how…

ASX Sector Rotation: Why Investors Are Moving Beyond Tech Hype and Back Into Real Assets

The ASX Sector Rotation 2026 story is not really about a collapse in tech. It is about investors changing what…

ASX IPO Market 2026: Why Small-Cap Listings Are Back on the Radar

The ASX IPO window is reopening, but investors are backing quality over hype.

Markets

ASX REIT Sector Outlook

The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved higher, as rising interest rates…

Daniel Whittleston
9 Min Read

Highlighted Insights

Stay ahead with our top market stories, stock recommendations, and exclusive research.

Dividend Wave Could Fuel ASX Rebound as Cash Piles Back Into the Market

Billions in dividends are about to hit the market. What happens next matters.

Dian Nel
8 Min Read

The Rotation Is Happening, Even If Markets Look Calm

Global equity markets look relatively stable on the surface, but underneath that calm, capital is steadily rotating away from the…

ASX Mining Stocks: Fuel Constraints, Falling Commodities and What Comes Next

The sell-off reveals a deeper issue in Australia's mining system.

Australia’s ETF Boom Has Created a New Problem

Australia’s ETF market has expanded rapidly. There are more than 450 products now listed across the ASX and Cboe Australia,…

5 ASX Stocks To Own in a Higher Rate, Higher Volatility Market

The Australian market is dealing with two forces at once. The first is a renewed inflation shock from energy, driven…

Featured Investments (Stock Picks)

Myer Holdings (ASX: MYR): Post-Acquisition Struggles and Operational Challenges

Despite early FY26 sales showing improvement, Myer Holdings faces significant challenges from its recent acquisition…

Investment Analysis: Wesfarmers (ASX:WES)

The Quiet Compounder with Embedded Optionality Wesfarmers remains one of the highest quality compounders in…

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Gain access to independent ASX insights, exclusive stock picks, and in-depth research trusted by founders, boards, and investors.

Rumoured Changes to Capital Gains Discount: What does it mean?

How potential CGT reform could affect investors, property and the federal budget

Artrya (ASX: AYA) Investment Analysis: Can This AI-Driven Medtech Find Its Commercial Breakthrough?

Artrya has built its story around a simple but powerful problem. Heart disease remains the…

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LNG Floor, Oil Rebound: What It Means For Australia

LNG - A higher trough, not blue-sky MST Marquee argues that spot LNG prices are unlikely to fall below US$6-US$6/mmbtu…

NYC Dicey Overnight Session, ASX Set for a Softer Open

After a cautious session in New York overnight, Australian futures are indicating a softer open for the ASX. Latest futures…

ASX Stocks in Focus: Five Quality Picks for a Resilient Portfolio

Markets heading into 2026 are being shaped less by single headlines and more by structural forces, persistent inflation pressures, uneven…

DroneShields Revenue Surges, but Pipeline Concerns Test Investor Confidence

DroneShield has delivered what, on the surface, looks like a blockbuster result. Revenue at the defence technology company nearly quadrupled…

Australian Consumer Spending Trends: How Household Demand Is Driving GDP Growth

Australian Consumer Spending Trends Driving GDP Growth Australia’s latest economic data shows a clear resurgence in household demand, and it…

CMRG BHP Iron Ore: Negotiation, Not a Ban

Traders told Reuters that on the first trading day after Golden Week, China Mineral Resources Group (CMRG) offered multiple BHP…

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