Investment ideas

What will the long-term portfolio takeaways from the Iran war be?
Investment ideas
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Macro & markets
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What will the long-term portfolio takeaways from the Iran war be?
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HBRD portfolio update
Investment ideas
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Markets
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HBRD portfolio update
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This is an update on HBRD's portfolio change following the 31 March 2026 update.

It can be great to reweight (ASX: QOZ)
Investment ideas
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Markets
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It can be great to reweight (ASX: QOZ)
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Which sectors drove QOZ to its greatest year of outperformance versus the S&P/ASX 200 since...

A new era: physical AI and humanoids enter the stage
Investment ideas
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Markets
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A new era: physical AI and humanoids enter the stage
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Robotics hits an inflection point as falling costs and AI advances accelerate adoption.

Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
Investment ideas
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Markets
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Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
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We outline two potential paths for markets and highlight ETFs that may help investors position...

Has the AI sell-off made cybersecurity more compelling?
Investment ideas
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Markets
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Has the AI sell-off made cybersecurity more compelling?
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AI is changing cyber threats faster than markets may have priced in.

Why our approach to Australian quality is paying off (ASX: AQLT)
Investment ideas
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Managed Accounts
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Markets
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Why our approach to Australian quality is paying off (ASX: AQLT)
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AQLT can serve as the core of investor portfolios.

Australia’s earnings revival
Investment ideas
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Markets
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Australia’s earnings revival
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The turnaround in Australian corporate earnings is a welcome relief and nothing short of remarkable.

How to buy low and sell high on the ASX
Investment ideas
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Markets
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How to buy low and sell high on the ASX
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The strategy that rebalances your Australian shares based on business fundamentals, not hype.

Investment ideas