Investor Insights

JB Hi-Fi Limited (ASX:JBH), stamped its leadership on Australia and New Zealand’s retail landscape again, delivering impressive financial year 2025 (FY25) results, and demonstrating exceptional resilience across its portfolio of brands – JB Hi-Fi, The Good Guys, and the recently acquired E&S.

QBE Insurance Group (ASX:QBE), a top 10 company in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, has delivered an impressive 2025 first-half result, significantly outperforming analyst expectations across key metrics. Bolstered by strong investment income, favourable underlying prior-year claims development (PYD), and below-budget catastrophe (CAT) claims, QBE’s results underline its operational strength and strategic progress.

In this video, Fraser Heard, Head of Partners Private, shares his perspective on the growing role of private credit within client portfolios. He outlines why private credit is emerging as a core asset class in Australia, particularly as investors seek income and diversification away from traditional sources.

In this video, we hear from Russell, an experienced professional who chose to invest in private credit for a specific, short-term goal. Unlike long-term investors, Russell needed access to his capital within a defined timeframe for a property purchase.

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.