Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
Dividend Stocks
ASX Dividend Stocks to Buy as Bond Yields Hit 5%
April is the biggest month on the ASX dividend calendar, but 2026 has changed the equation for income investors. The RBA has now hiked twice this year, most recently on 18 March, pushing the cash rate to 4.10%, and Australian 10-year government bond yields are…
Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026.
This wind up was not the first, and likely won't be the last. So each…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
Ex-dividend pullback: opportunity for investors?
BHP (ASX: BHP), Rio Tinto (ASX: RIO) and Woodside Energy (ASX: WDS) all went ex-dividend yesterday, on 5 March 2026. Investors who bought shares from that point will not receive the upcoming dividend payment. The price dip that followed was entirely predictable and mechanical, not a sign that anything is…
ASX Dividend Stocks 2026: The Biggest Surprises This Season
This ASX reporting season is telling two very different dividend stories. Miners and banks are handing out bigger payouts than expected, while consumer-facing companies are slashing or scrapping dividends. For income investors, the gap between winners and losers has rarely been this wide.
That makes stock selection…
Not many 100-year old healthcare stocks see a sudden 30% jump in sales in one year and become the largest capitalised company on their entire continent but Novo Nordisk (CPH: NOVO-B) is one such stock that did just that.
Its a Danish drug maker that is behind weight loss drugs Ozempic and Wegovy. For much of…
This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…
For decades, Australian income-oriented investors have relied on the country’s share market to deliver reliable dividend streams — generous yields, franked credits and a sense that you could reasonably count on cash payments each year. But recently the taps have begun to drip rather than flow: average yields are shrinking, payouts are becoming more concentrated,…
Rejecting a takeover offer is a bold step for an ASX company to take. It is turning down sweet quick cash for its shareholders and management. The argument most commonly made to reject them is that any offers are opportunistic and do not appropriately value the company - indeed, those very words are commonly used.
The board…
