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,…
General
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…
The Koala IPO went off without a hitch. The furniture company hit the ASX boards earlier today (March 31 2026) and did well out of the gate, rewarding investors who secured an allocation in the offer as well as those who'd been around for years, one of whom was Steve Smith. As of 2.30pm Tuesday,…
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…
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…
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…
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…
Imagine this time 6 years ago that there could be a crisis 'worse than COVID'? Around this time, the ASX had crashed over 35% in just a few weeks, and the reason was COVID.
Well...in reality it was the uncertainty facing the global economy and business because it was right around this point that markets began…
Wilson Asset Management is one of the most prominent institutional investors on the ASX. It was founded by, named after and is still led by Geoff Wilson, one of the most famous investors in Australia.
Wilson is also one of the easiest to follow stock movements because, as it has 8 Listed Investment Companies (LICs) on…
The Iran oil shock is not the first and won't be the last, but still has investors perplexed at what to do. It is said that those who don't learn from history repeat it, so we think the best thing to do is look at the past and see past oil shocks and predict what…
