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April CPI This Week: What a Hot Inflation Print Means for ASX Banks and REITs

CPI Lands Wednesday: Why ASX Banks and REITs Are on Edge Australia's April inflation figures land this Wednesday, 27 May, at 11:30 am, and for ASX investors, this is more than just another data point. Inflation hit 4.6% in March, up sharply from 3.7% in February and the highest reading since late 2023. The Reserve…

ByUjjwal Maheshwari2 days ago

Powerhouse (ASX:PVL) Why the Re-Rate May Only Be Getting Started

The NTA Story Is Becoming a Fee Growth Story Since our last coverage, Powerhouse shares have risen 21% to 14 cents. Our view was that the company was ripe for a re-rate. Net tangible assets (NTA) were sitting almost 1:1 with the market cap, while funds management and advisory were starting to add a more scalable…

ByCharlie YouldenMay 20, 2026

ClearView Wealth (ASX:CVW) and Zurich get the ACCC’s blessing to merge

ClearView Wealth (ASX:CVW) and Zurich got the ACCC’s approval to join forces, leaving APRA, the shareholder vote and Court approval as the final hurdles.

ByCharlie YouldenMay 15, 2026

QBE Insurance (ASX:QBE) Falls 1.5% Despite 11% Q1 Premium Growth: What Worried the Market

QBE Insurance Shares Slip Despite Strong Q1 Premium Growth QBE Insurance (ASX:QBE) gave a quarterly update on Friday that looked good on paper. Total premium income grew 11% year-on-year to US$9.2bn, full-year guidance was reaffirmed, disaster claims remained within budget, and exposure to the Middle East conflict was small at around US$60m. The market still…

ByUjjwal MaheshwariMay 11, 2026

HMC Capital (ASX:HMC) $15m cost reset and $4b growth pipeline refocus story

HMC Capital (ASX:HMC) reaffirmed FY26 guidance while simplifying its platform around recurring earnings and high ROE growth.

ByCharlie YouldenMay 6, 2026

Magellan Financial Group (ASX:MFG) Falls 6.87% After Handing A$5.3bn Flagship Funds to Vinva and Slashing Fees

Magellan Shares Fall After Fee Cut and Vinva Deal Magellan Financial Group (ASX:MFG) fell 6.87% to A$9.63 on Tuesday after announcing it will hand its two flagship global equities funds to Vinva Investment Management and slash management fees by more than a third. On paper, this looks like a sensible restructure. Clients pay lower fees,…

ByUjjwal MaheshwariMay 6, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichApril 28, 2026

American Express (NYSE:AXP): A Premium Model in a Changing World – Is It Worth a Look?

American Express (NYSE:AXP) remains one of the most structurally differentiated businesses in global payments. Its premium cardholder base, closed‑loop network, and multi‑layered revenue model continue to give it an economic profile that Visa and Mastercard simply do not share. Berkshire Hathaway's long-standing conviction in the stock is well known, and the company’s recent performance suggests…

ByNick SundichApril 28, 2026

Challenger (ASX:CGF) Slips Despite 19% Jump in Life Sales as Iran War Hits FUM

Challenger Life Sales Jump Despite FUM Hit Challenger (ASX:CGF) shares closed 3.1% lower at A$8.13 on Tuesday after a Q3 update that pulled investors in two directions. The good news was big: life sales jumped 19%, driven by strong demand for retirement income products. The bad news was also big: funds under management fell A$11.7…

ByUjjwal MaheshwariApril 22, 2026

How To Read a Balance Sheet As An Investor: The 7 Questions Prudent Investors Need to Ask!

Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…

ByNick SundichApril 21, 2026