Investor Insights

Auckland International Airport (ASX:AIA), New Zealand’s premier gateway handling the bulk of the nation’s international traffic, delivered a resilient performance for 2025, after navigating a weakening economy, airline capacity constraints, and ongoing infrastructure investments.

Since the advent of the car, railroads or electricity, few technologies have captured investor imagination quite like generative artificial intelligence (GenAI).

The Reece Limited (ASX: REH) share price has recorded a rough year, down around 60 per cent from A$29. 20 to sub A$12. 00. The company reported its results for the 12 months to 30 June, and it appears pressure on the earnings before interest and tax (EBIT) margin from 7. 4 per cent in fiscal 2024 to 6.

In today’s volatile and uncertain market environment, many investors are looking beyond the traditional 60/40 portfolio of equities and fixed income to generate reliable returns. There is growing interest in alternative investment strategies that can offer consistent income, lower volatility, and diversification from traditional asset classes.

Super Retail Group (ASX: SUL), the parent company of brands like Supercheap Auto (SCA), Rebel Sport, BCF, and Macpac, just released its full-year 2025 results, delivering a strong performance and beating consensus net profit after tax (NPAT) and earnings before interest and tax (EBIT) expectations on the back of accelerating like-for-like (LFL) sales growth, better-than-expected gross margins, and tight cost…

We are pleased to announce an exclusive partnership with Sydney-based Digital Asset Funds Management (DAFM), offering wholesale investors access to the Digital Income Fund. The Fund’s Digital Income Class is a market-neutral strategy that captures volatility and arbitrage opportunities in Bitcoin and Ethereum futures markets, aiming to generate returns regardless of whether prices are rising or falling.

Australia’s longstanding objection to nuclear power stems from a combination of historical, environmental, and political factors. The country has abundant uranium reserves but no operational nuclear power plants, with federal bans under the Environment Protection and Biodiversity Conservation Act 1999 and the Australian Radiation Protection and Nuclear Safety Act 1998 prohibiting their construction.

ARB’s financial year 2025 ( FY25) results reflect a challenging environment, with a four per cent profit before tax (PBT) miss driven by lower gross margins. The Thai Baht’s strength and lower factory recoveries (more on this below) squeezed margins, a trend exacerbated by ARB’s unhedged foreign exchange (FX) exposure.

In an interview earlier this month, Michael Howell of CrossBorder Capital  delivered his analysis of the global liquidity environment and its implications for financial markets. His message to investors was clear: liquidity, not interest rates or economic cycles, remains the true driver of asset performance – and right now, the liquidity tide is rising. But as always, tides reverse.

Commonwealth Bank’s (ASX:CBA) financial year 2025 (FY25) result might just have been a study in strategic restraint. Cash profit rose 4 per cent to $10. 3 billion – right on consensus –underpinned by stronger wholesale banking in the second half and solid growth in both home and business lending. But the headline number could have been higher.

Breville Group (ASX: BRG), the premium kitchen appliance maker behind brands like Breville and Sage, has released its full-year results for financial year 2025 (FY25). The company’s results largely met or slightly exceeded expectations, with strong revenue growth across regions and categories. Strategic initiatives including geographic expansion and manufacturing diversification were highlighted.

For the last month or two, I have been writing with increasing frequency about the possibility of the stock market boom transitioning into a bubble. There are a variety of reasons for this, and they usually fall under two broad headings. The first is technical and the second is behavioural.