Quick Bites | Soufflé stocks of the ASX

Quick Bites | Soufflé stocks of the ASX Individual share investing is humbling. Investors observe that for most of the time, rising earnings go hand in hand with a rising […]
Quick Bites | RBA Walking a Fine Line

Quick Bites | RBA Walking a Fine Line Central banks are focused on pricing money to promote employment and price stability. On the latter, when inflation is being driven by […]
Quick Bites | Yield on the ASX – Upside Down

Quick Bites | Yield on the ASX – Upside Down Like the track Upside Down by Diana Ross in the final series of Stranger Things, the ASX has become an […]
Quick Bites | Information Technology Stocks – will 2026 be better?

Quick Bites | Information Technology Stocks – will 2026 be better? Most info tech stocks took a breather in 2025 following outsized gains in 2024. As 2026 gets underway, we […]
Quick Bites | Bond Yields

Quick Bites: Bond Yields Author and political advisor, James Carville, is quoted as once saying, “if there was reincarnation….I would like to come back as the bond market because you […]
Quick Bites | Power Price Volatility

Quick Bites: Power Price Volatility With all the media attention focused on trade policy and share markets, it’s easy to overlook the significant volatility occurring elsewhere. Take power markets, for […]
The View | Market Update with Steven Lambeth

The week on The View, Portfolio Manager Steven Lambeth discusses recent market developments and shares his insights for 2025. In November, global equity markets, led by the US, performed strongly, […]
Ramsay Healthcare (RHC) | A lesson in how optics influence the view of value

When it comes to share prices, the general tendency of the market is to use today’s picture of earnings to characterise the outlook and thus value. There are exceptions, of […]