Archive: May, 2024

May 28, 2024

The rise of Telix Pharmaceuticals

By David Buckland

  In this week’s video insight, I discuss the remarkable progress of Telix Pharmaceuticals (ASX:TLX). Over the past ten months, Telix’s share price has seen significant growth, driven by advancements in radiation imaging and therapy technologies. Their flagship product, Illuccix, is gaining traction in the market.
May 23, 2024

Should BHP keep bidding against itself?

By David Buckland

  In this week’s video insight, Sean Sequeira and I discuss the strategic decisions within the mining sector, highlighted by BHP’s latest bid for Anglo American. This move, part of a broader trend of significant acquisitions, could reshape the competitive landscape by boosting BHP’s (ASX:BHP) production in iron ore, copper, and metallurgical coal.
May 21, 2024

House prices not getting cheaper anytime soon 

By Roger Montgomery

For almost a decade, I have described Australian residential property owners as a “protected species”; Whether we look at the banks, the banking system in its entirety, regulators, including the Australia Prudential Regulation Authority (APRA), the government and even individual politicians – many of whom own multiple residential investment properties – nobody wants to see property prices fall.
May 7, 2024

Non-bank business lending and household spending

By Natalie Kolenda

Recent data from the Reserve Bank of Australia (RBA) on the Australian non-bank financing sector alluded to the fact that businesses are continuing to turn to non-bank providers for funding. As evidenced in the graph below, the non-bank share of business credit is trending upwards.
May 2, 2024

Quarterly consumer price index update

By Natalie Kolenda

The long-awaited quarterly consumer price index (CPI) figure was reported this week. Over the March quarter, CPI rose by 1. 0 per cent, which follows the previous 0. 6 per cent December quarter increase. Over the 12 months to March 2024, CPI rose by 3. 6 per cent.


View all funds