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The Big Four Banks: Which is the best one for investors in 2026?

Australia’s Big Four Banks remain the backbone of the ASX in 2026. Collectively capitalised at ~$700bn, they continue to generate some of the largest profits in corporate Australia and remain the most reliable dividend payers in the market. At the same time, they are among the most heavily regulated and scrutinised institutions in the country;…

ByNick Sundich2 days ago

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

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,…

ByNick SundichApril 9, 2026

Magellan (ASX: MFG) EGM Vote on Friday: Is the A$1.6B Barrenjoey Merger a Buy Signal or a Red Flag?

Magellan Heads to a Key Vote Magellan Financial Group (ASX: MFG) heads into one of its most important weeks in years, with the ASX reopening on Tuesday and shareholders meeting this Friday, April 10, to vote on the proposed merger with investment bank Barrenjoey. The deal would transform Magellan from a pure fund manager into…

ByUjjwal MaheshwariApril 6, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

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…

ByNick SundichApril 2, 2026

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026. However, they'd…

ByNick SundichApril 1, 2026

Tyro Payments (ASX:TYR) Surges on RBA Card Reforms Despite Being Down 25% This Year- Is Now the Time to Buy?

Tyro jumps as RBA ruling eases investor concerns Tyro Payments (ASX: TYR) jumped over 5% to A$0.79 on Tuesday after the Reserve Bank of Australia published its final ruling on card payment reform. The RBA confirmed a ban on card surcharges from October 2026, alongside lower merchant fees and new pricing transparency rules. What made…

ByUjjwal MaheshwariApril 1, 2026

Here’s why the devil of the RBA’s card surcharges ban could be in the details; and which ASX stocks could be hit hard?

After months of rumours, the possibility of a card surcharges ban was announced as a reality in 6 months time. The Reserve Bank of Australia published its long-awaited Conclusions Paper from the Review of Merchant Card Payment Costs and Surcharging this morning. Now the headline ban on surcharges on debit, prepaid and credit cards across the…

ByNick SundichMarch 31, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

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…

ByNick SundichMarch 31, 2026

CPI eased to 3.7% in February. Here Is What to Buy and Avoid Before the RBA Meets in May.

CPI Eased, but Risks Remain Australia's inflation number just came in slightly better than expected, and markets briefly cheered. But we think investors are celebrating the wrong thing. The February CPI reading of 3.7% tells you what prices looked like before the world changed. It does not tell you where inflation is heading next, and…

ByUjjwal MaheshwariMarch 27, 2026

5 ASX Stocks That Are Discretionary More Than Ever And Feeling The Squeeze, And 5 ASX Stocks That Aren’t!

Consumer-focused ASX Stocks that are discretionary are more than ever in an environment where elevated interest rates, inflation and mortgage repayments are reshaping household spending patterns. The underlying economic logic is straightforward: when real incomes are squeezed, consumers prioritise essentials such as food, utilities and healthcare, while postponing or trading down on non-essential purchases. Data across…

ByNick SundichMarch 26, 2026

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Financials

The Big Four Banks: Which is the best one for investors in 2026?

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Magellan (ASX: MFG) EGM Vote on Friday: Is the A$1.6B Barrenjoey Merger a Buy Signal or a Red Flag?

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Tyro Payments (ASX:TYR) Surges on RBA Card Reforms Despite Being Down 25% This Year- Is Now the Time to Buy?

Here’s why the devil of the RBA’s card surcharges ban could be in the details; and which ASX stocks could be hit hard?

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

CPI eased to 3.7% in February. Here Is What to Buy and Avoid Before the RBA Meets in May.

5 ASX Stocks That Are Discretionary More Than Ever And Feeling The Squeeze, And 5 ASX Stocks That Aren’t!

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