Trends & Themes
Aston Martin: A Turnaround Running on Borrowed Time
For investors, Aston Martin is becoming a classic example of the difference between a better business and a safer stock. The operating story has improved.…
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Further Analysis & Commentary
Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound
Global lithium markets are showing signs of tightening again, and recent developments suggest supply disruptions may be accelerating that shift.…
ASX Inverse ETFs: Using BBUS and BEAR to Hedge Market Risk
Inverse exchange traded funds have become increasingly popular with Australian investors searching for ways to manage portfolio risk without using…
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
In this weeks ASX stocks in focus series: Financial markets are entering a phase where macro forces matter again. For…
Trump’s oil refinery bet and the Iran Shadow: What It Means for Australia
President Donald Trump’s endorsement of a massive new oil refinery investment in Texas has quickly become one of the most…
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