In our view, the question isn’t just whether gold can hit $4,000 an ounce in 2025; it’s about what happens if it does. Gold has long served as a barometer for global economic conditions, reflecting inflation expectations, central bank policies, and investor sentiment towards financial stability. If a perfect storm of macroeconomic forces drives gold…
Qantas Airways (ASX:QAN), Australia’s flagship airline, has had a major overhaul of its executive team. This was most evident in the departure of Alan Joyce and his replacement with Vanessa Hudson, along with the replacement of Richard Goyder with John Mullen as chairman. But there have been other changes too and the board looks very…
In recent years, the international defence sector has witnessed a shift in investment patterns, with non-US defence stocks attracting more attention from investors. This surge is due to a combination of political developments, such as Donald Trump’s presidency, Josh Vance’s defence-related policies, and the ongoing crisis in Ukraine. These factors have reshaped global defence spending…
Gold prices hitting $3,000 per ounce is a monumental moment for investors and the wider market. The surge in gold prices has renewed focus on the potential of small-cap gold stocks, which are often seen as more volatile but can deliver outsized returns when the market is favourable. But what does this price increase mean…
The Reserve Bank of Australia (RBA) (as widely expected) to held the cash rate steady at its next meeting. Inflation is easing, though not fast enough for comfort, while the economy is limping along with anemic growth and a cautious consumer. On the surface, this might seem like a time for investors to take a…
As the global push towards decarbonization accelerates, lithium has emerged as one of the most vital resources for a cleaner future. With its indispensable role in battery technology, especially for electric vehicles (EVs) and renewable energy storage, lithium demand is forecast to outstrip supply for years to come. Despite the recent price corrections and market…
As the world shifts toward renewable energy, the solar industry has become a key driver of growth and innovation. Solar power, with its scalability and declining costs, is at the forefront of this transition, offering significant opportunities for both sustainability and financial returns. Investing in solar stocks aligns with global goals of reducing carbon footprints…
Artificial Intelligence is no longer a speculative technology of the future, it's the defining driver of modern business. From predictive analytics to autonomous systems, the AI revolution is fundamentally transforming industries. But the real question is: which companies stand to benefit the most over the long term?
In our view, investors looking for exposure to the…
As the stock market continues to attract investors with fluctuating trends, one of the most frequently discussed companies is Tesla. This electric vehicle (EV) giant has proven itself a leader in the automotive and energy sectors, but the question remains: Should you buy Tesla shares before April 2?
In this article, we’ll delve into various factors…
The 2025 Federal Budget has been released, sparking conversations across boardrooms, households, and political circles. Described as a "budget for uncertain times," Treasurer Jim Chalmers has carefully balanced offering cost-of-living relief, strengthening national security, and managing inflation pressures. But who are the real winners and losers?
This year’s budget demonstrates Canberra's commitment to energy transition, housing…
