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,…
Real Estate
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…
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…
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…
ASX REITs are back under pressure as rate hikes return
The Reserve Bank of Australia has now delivered two rate hikes in 2026, pushing the cash rate to 4.10%. The March decision was a razor-thin 5-4 split on the board, meaning May is live but far from a foregone conclusion. For ASX REIT investors, the…
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…
RBA March Decision: What It Means for ASX Stocks
The Reserve Bank of Australia meets on Tuesday, 17 March, and it could be one of the most consequential rate decisions in months for ASX investors. The RBA already raised the cash rate to 3.85% back in February. Now, with Governor Michele Bullock calling this meeting…
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…
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…
For most REIT investors, it has been slow and steady bleeding over the 2020s, but investors in US Masters Residential Property Group (ASX:URF), endured a 30% share price plunge yesterday. And it was all because the company announced it was winding down.
What are the Best ASX Stocks to invest in right now?
Check our buy/sell…
