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Financials

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

Pepper Money (ASX:PPM) Rejects Challenger’s A$1bn Takeover Bid: Buy the Dip or Stay Away?

Pepper Money Rejects A$1bn Bid: What Now? Pepper Money (ASX: PPM) officially walked away from Challenger's takeover on Wednesday, with the independent board committee rejecting the A$2.25 per share proposal. The stock opened sharply lower, touching A$1.54 in morning trade before recovering strongly to close at A$1.77, up 5.36% by the end of the session.…

ByUjjwal MaheshwariMarch 26, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…

ByNick SundichMarch 25, 2026

Pepper Money Falls 10% as Challenger Cuts Its Takeover Bid- Is This a Buying Opportunity?

Pepper Money falls as Challenger cuts its bid Pepper Money (ASX: PPM) fell roughly 10% after Challenger Limited slashed its takeover offer from A$2.60 down to A$2.25 per share, calling it its "best and final" price. After subtracting the final dividend of 7.8 cents, shareholders would effectively receive around A$2.17. We believe this selloff is…

ByUjjwal MaheshwariMarch 19, 2026

Perpetual (ASX: PPT) Sells Wealth Business for $500M – Is the Debt-Free Version Now a Buy?

Perpetual moves closer to a simpler business Perpetual (ASX: PPT) shares rose 1.79% to A$16.53 on Monday after the company confirmed a binding deal to sell its Wealth Management business to Bain Capital for A$500 million in upfront cash. The stock is still down 13% in 2026, and the market's muted reaction suggests investors are…

ByUjjwal MaheshwariMarch 17, 2026

QBE vs Suncorp: Which ASX Insurer Is the Better Buy After the Iran War Shock?

While most investors have been chasing energy and gold stocks since the Iran conflict escalated, two ASX insurers are sitting at very different valuations with very different outlooks. QBE Insurance Group (ASX: QBE) is roughly flat over the past year but carries a direct tailwind from global insurance repricing. Suncorp Group (ASX: SUN) has fallen…

ByUjjwal MaheshwariMarch 16, 2026

GQG Partners (ASX: GQG) Drops 5.5% Despite FUM Hitting US$172.9bn – Is This a Buying Opportunity?

GQG Partners Share Price Falls Despite FUM Growth GQG Partners (ASX: GQG) fell 5.5% on Wednesday, closing at A$1.80, adding to a slide that has now taken the stock down roughly 26% over the past year. Here is the puzzling part: the company's funds under management actually grew. FUM reached US$172.9bn as of 28 February…

ByUjjwal MaheshwariMarch 12, 2026

Magellan and Barrenjoey are merging in a $1.6bn deal! Here’s why all ASX investors should see this as significant

Magellan and Barrenjoey are coming together as one. Magellan actually was already a shareholder of Barrenjoey, with a 36% stake, but is buying the remaining shares it does not already own. In some respects it may seem an obvious match given the existing shareholding and how both companies are in the financial markets, but one of…

ByNick SundichMarch 2, 2026

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Financials

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!

Pepper Money (ASX:PPM) Rejects Challenger’s A$1bn Takeover Bid: Buy the Dip or Stay Away?

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

Pepper Money Falls 10% as Challenger Cuts Its Takeover Bid- Is This a Buying Opportunity?

Perpetual (ASX: PPT) Sells Wealth Business for $500M – Is the Debt-Free Version Now a Buy?

QBE vs Suncorp: Which ASX Insurer Is the Better Buy After the Iran War Shock?

GQG Partners (ASX: GQG) Drops 5.5% Despite FUM Hitting US$172.9bn – Is This a Buying Opportunity?

Magellan and Barrenjoey are merging in a $1.6bn deal! Here’s why all ASX investors should see this as significant

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Financials

Stocks in Spotlight

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