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05/11/2024

Top picks from our traditional Melbourne Cup Model

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Afternoon report 29/06/2026

The Match Out: ASX moves higher as US-Iran ceasefire holds on shaky ground

The ASX recovered some of last week's weakness to finish higher, as investors looked through ongoing geopolitical uncertainty and rotated back into beaten-down growth names.

Morning report 29/06/2026

Macro Monday: Could the AI Trade be the next Gold & Bitcoin?

Last week saw a sharp reversal across the high-flying semiconductor stocks, many of which had surged around fourfold over the past 12 months. We have already seen in Bitcoin and gold over the past year that crowded enthusiasm can unwind quickly when the mood shifts. Even SpaceX (NASDAQ: SPCX) closed more than 30% below its post-IPO high on Friday.

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