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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

ASX REITs in 2026: Why is This Sector In Such a Sorry State? Here Are The 5 Reasons Why!

Imagine having a crystal ball in 2016 and seeing the state that ASX REITs in 2026 would be in. You couldn't imagine investing a cent in it! Well, at least in any ETF tracking the space. Certain individual companies may be a different story. But the top and bottom line is the same. The space is…

ByNick SundichApril 8, 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

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

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

GemLife Communities (ASX:GLF): This $2bn company could be the best way to play the Baby Boomer trade!

GemLife Communities (ASX:GLF) only listed in the middle of last year but has made its mark on the ASX, gaining over 20% since its debut and joining the ASX All Ords in the next index rebalance. There's something peculiar about this $1.9bn company, in our view. Namely, that it could be a way to play the…

ByNick SundichMarch 13, 2026

ASX REITs Drop as Iran War Revives RBA Rate Hike Fears

ASX REITs slide as rate hike fears return Everyone sold Qantas when the Iran war broke out. Smart money is watching something completely different. The sector taking one of the most painful hits this week is not airlines, not energy, and not tourism. It is ASX REITs. Property trusts were already fragile heading into this…

ByUjjwal MaheshwariMarch 6, 2026

Why do ASX REITs trade at a discount to NTA and is it a good or bad sign?

So, your ASX REIT is trading at a 'discount to NTA' (Net Tangible Assets). What does this mean - is it a good sign or a bad sign? And is it the most important thing for investors to consider? Many experienced investors in REITs may know the answer here, but there are always some new investors…

ByNick SundichFebruary 20, 2026

GPT Group (ASX:GPT): Still hasn’t surpassed pre-COVID levels, but is it finally out of the doldrums now?

GPT Group (ASX:GPT) released its annual results (for CY25) yesterday, but the market reaction was nuanced and it remains below pre-COVID levels. Is this company just an undeserved victim of the levels of investor appetite for REITs, or is there something at the fundamental level warranting it to have not reached levels last reached 6…

ByNick SundichFebruary 17, 2026

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Property

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

ASX REITs in 2026: Why is This Sector In Such a Sorry State? Here Are The 5 Reasons Why!

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!

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

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

GemLife Communities (ASX:GLF): This $2bn company could be the best way to play the Baby Boomer trade!

ASX REITs Drop as Iran War Revives RBA Rate Hike Fears

Why do ASX REITs trade at a discount to NTA and is it a good or bad sign?

GPT Group (ASX:GPT): Still hasn’t surpassed pre-COVID levels, but is it finally out of the doldrums now?

PLS Group (ASX:PLS) Hits Record High on US$600M No...

Narryer Metals (ASX:NYM) Tim Goyder Backs A$1.06m...

Sovereign Metals (ASX:SVM) DFS lands,$2.2B NPV, $4...

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