Investor Insights

TechnologyOne (ASX:TNE), has been a steady presence in the UK since 2006 but its recent transformation under a focused Software as a Service (SaaS) strategy has changed the firm’s earnings growth trajectory.

Why is the stock market rising amid global conflicts in 2025? In 2025, the world is grappling with significant geopolitical uncertainty. Tensions between the U. S. and China have wavered, the tragic conflict between Israel and Iran has escalated, and the ongoing war between Russia and Ukraine persists.

We are pleased to announce that Foresight Analytics & Ratings, has reassigned the Aura Private Credit Income Fund a ‘VERY STRONG’ Investment Rating. In a market where many investors are seeking capital stability, monthly income and investments that are uncorrelated to traditional markets, private credit can provide a compelling opportunity.

Global financial markets are enjoying a period of relative calm, with investors seemingly unperturbed by the unpredictability of U. S. President Donald Trump’s second term. The spectre of a trade war between the United States and China, which once loomed large, has, for now, receded, with optimism about deregulation and tax cuts replacing those concerns.

We are pleased to announce that Foresight Analytics & Ratings, has reassigned the Aura Core Income Fund a ‘VERY STRONG’ Investment Rating.   Sophisticated investors demand investments that can deliver consistent monthly income and capital stability.

QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under current management, with a renewed focus on profitability, discipline and simplification.

In response to Life360’s (ASX:360) March 2025 Quarterly update released on Monday 12 May, its share price has jumped 18 per cent from $23. 58 to $27. 85 in the past two trading days.

Last week, REA Group delivered a broadly in-line third quarter result, highlighting the resilience of its pricing power and disciplined cost management, even as listing volumes soften into the final quarter.

Woodside Energy Group Ltd (ASX: WDS) (formerly Woodside Petroleum Ltd) is Australia’s largest independent dedicated oil and gas exploration and production company.

Australian investors, engrossed in the 2025 Federal Election, may have missed a seismic shift in the global financial landscape: Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, announced his retirement at the age of 94.

In this article for the Australian Financial Review, I shared some of my investment milestones throughout my 30-year career. I discussed the Australian Eagle Asset Management team’s strategy of identifying pivotal changes in businesses, highlighting successful investments in Fortescue (ASX:FMG) and Altium (ASX:ALU), as well as lessons learned from early exits like TechnologyOne (ASX:TNE).

Wesfarmers (ASX:WES) delivered a solid set of half-year results for financial year 2025, exceeding market estimates at the earnings-before-tax (EBT) level and marginally at the top line. Strong performances by Kmart and WesCEF (chemicals, energy and fertilisers) drove the positive surprise, while Bunnings met expectations. A closer look at the numbers Wesfarmers generated total revenue of $23.