Latest Insights
Charts of the Month: October 2025
US employment picture, Australian equity rotation, gold miners break out and Asian technology’s valuation gap.
Why investors are turning to critical minerals amid global tensions
Critical minerals: where geopolitics, clean energy, and long-term investment opportunities converge.
How a quality tilt helped soften a tough ASX reporting season
AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.
Australian Quality reporting wrap
AQLT’s quality-driven approach delivered strong results during a volatile August 2025 reporting season.
What we are watching for defence stocks to continue rallying
Can defence stocks build on the rally they have had over the last 12 months?
Where will the earnings come from in the Australian market?
The ASX 200 is at record highs, but investors should consider the path forward.
Who’s in the driver’s seat: The US government or US corporates?
We break down the key US equity drivers into two camps: short-term and long-term drivers.
Capturing growth and income from international equities
Companies that consistently grow dividends often signal confidence in their future operational strength.
What are Dividend Aristocrats - and should your portfolio have them?
Companies that consistently grow dividends often signal confidence in their future operational strength.