News & Insights
Vance says Fed should lower interest rates: ‘Would be nice to have some help’
4 Sep 2026
The Federal Reserve should cut interest rates to make homes more affordable, Vice President JD Vance said Thursday, adding to the pressure President Donald Trump has placed on the central bank to cut borrowing costs. The remarks came days after Trump’s handpicked Fed…
Read moreThe one thing that caught Goldman Sachs’ notice this earnings season
4 Sep 2026
After the relentless barrage of ASX earnings announcements during the August reporting season, the one thing that stood out the most for Goldman Sachs was the number of companies that rallied on better-than-expected results only…
Read moreHow the Iran war could hit your electricity bill this winter
Gas plays a pivotal role in our own domestic energy system, especially in winter. If it continues, this distant war may ripple into the Australian grid. Uncertainty has again descended over global energy markets. Not…
Australia central bank hikes rates to a near 1-year high as Iran war raises inflation risks
Source: https://www.cnbc.com/2026/03/17/australia-central-bank-interest-rates-rise.html
Beware ‘the mother of all short squeezes’ brewing on Wall Street
Hedge funds are sitting on their largest short book against US stocks since the 2022 bear market, setting the scene for an explosive rally in the world’s biggest sharemarket if there is a sudden de-escalation…
Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant
Source: https://www.cnbc.com/2026/03/17/tesla-to-buy-4-point-3-billion-lg-energy-battery-cells-made-in-michigan.html
INVESTMENT COMMITTEE INSIGHTS – Conviction, Quality & Navigating Market Disruption [March 2026]
Meeting Date: FRIDAY, 13 MARCH 2026 “CONVICTION, QUALITY & NAVIGATING MARKET DISRUPTION” We are pleased to share a high-level summary of our latest Investment Committee Meeting, which focused on reviewing a global quality-focused investment strategy,…
The biggest oil risk is at the bottom of the barrel
In the oil industry, fuel oil is known as the bottom of the barrel. It’s typically cheap, unloved and, crucially, comes from the bottom of a petroleum-distillation tower – the tall piece of refining kit…
War sends investors fleeing from Wall Street onto the ASX
As the war in the Middle East rages into a third week, investors are yanking money from Wall Street and selling out of US exchange-traded funds as they look to Australia, Europe and Asia for…
RBA set to pull the rates trigger while others hold firm
The Reserve Bank of Australia is set to be the stand-out in a busy week for central banks, with the market and economists all but pricing in a second interest rate rise to try to…
He manages the best-performing stock mutual fund of the past 25 years—here’s his top advice for investors
In investing, past performance is no guarantee of future results. But if you’re hoping to grow your money over the long term, there’s plenty to learn from investing pros who have built lengthy and impressive…
Berkshire Hathaway will start repurchasing its own shares—what buybacks mean for investors
Greg Abel, the new CEO of Berkshire Hathaway, announced on March 5 on CNBC’s “Squawk Box” that the company would start repurchasing shares of its own stock. For Berkshire, this is a relative rarity — the company…