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…
Life Sciences
Despite the dour state of the markets right now, it could be time for certain ASX stocks that should be merged or be acquired to go ahead. With private equity sitting on nearly USD$440bn in uncommitted capital, a more permissive regulatory environment for smaller deal-making, and a wave of ASX small and mid-caps trading at…
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…
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…
Rhythm Biosciences' colorectal cancer test ColoSTAT is officially on the market and has made its first sale. In our view, this could mark the beginning of a major few years for this company.
What are the Best ASX Stocks to invest in right now?
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ColoSTAT is commercialised, albeit not as investors…
Prescient Therapeutics' (ASX:PTX) trial of PTX-100 against T-Cell Lymphoma is well and truly underway now with 8 out of 16 trial sites set up. This significant milestone provides significant hope to sufferers of this disease as well as to the company's investors.
What are the Best ASX Biotech Stocks to invest in right now?
Check our…
There are plenty of ASX Biotech Targets that major pharmaceutical companies wanting to minimise the impact of the Patent Cliff could look at.
For those who don't know what the patent cliff is, it is is one of the most consequential forces in global pharmaceuticals. The concept of a big pharma's drug losing exclusivity and having…
Immutep’s Phase 3 trial for Efti has gotten the chop and shares plunge >90%! What now for investors?
After nearly a week in suspense, Immutep (ASX:IMM) confirmed news about Efti that its investors did not want to hear, and arguably feared more and more as the week with trading suspended went on. Namely, its most advanced clinical trial for Efti is all over red rover!
While it is not the end of the company,…
In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take their place and it was only yesterday that we wrote about that fact and some of the companies being promoted. But today it is time to look at the stocks suffering the indignity of being…
Twice a year, specifically on the third Fridays of March and September, the list of ASX All Ordinaries Stocks changes as stocks are added and demoted. Their promotions and demotions happen for various reasons that all feed into an increase or decrease in the company's market capitalisation.
In this article, we look at 8 companies that…
