Mark Elzayed

Uranium supply deficit could lift shares as Australia leverages domestic reserves and SMRs to secure base-load power.

Oil jumps as US-Iran tensions flare; Hormuz risk, insurers drop cover. Gold, silver and miners rally as a new mining bull market awakens.

Earnings season shifts to a stock-pickers market as the RBA lifts rates to 3.85%; focus on cash flow and balance sheets, with Macquarie leading earnings.

RBA lifts rates to 3.85% as easy money ends; ASX growth names ABB, MAH, VNT lead with pricing power and stronger cash flow.

ANZ delivers $1.9b cash profit in Q1, 3bp NIM uplift, and cost discipline driving outperformance as Feb earnings season kicks off (AMP results due).

CBA jumps 8% to above $171, reigniting the Big Four debate as rivals rally; strong profit, higher dividend, and rich multiples raise the risk-reward for banks.

RBA hawkish stance fuels selective market rebound; discipline and balance-sheet strength win. Top ASX names to watch: TCO, ORI, GNP, PRN, IGL, KOV, NEM, EMR.

RBA hikes to 3.85%, signaling higher-for-longer policy; banks and growth stocks face pressure as a precious-metals rally prompts ASX hard-asset bets.

Gold and silver rally driven by macro repricing: real rates, central banks, geopolitics. We look at NST, EVN, RMS, SVL, IVR

For much of the past year, broad exposure to metals delivered strong returns. As 2026 progresses, that approach is starting to look blunt. Gold is holding firm for structural reasons, silver is behaving more like a strategic metal, and copper is increasingly defined by scarcity rather than cyclicality.

The Australian share market has turned cautious again. Volatility has returned, sentiment has softened and many investors are stepping back. We see it differently.

The global copper market is entering a new era of structural tightness, with a number of factors creating what we see as one of the most compelling medium-to-long-term investment windows in years.

Australia’s lithium industry is entering an exciting period. Global demand for lithium is rising sharply, electrification is accelerating, and Australia’s hard-rock lithium producers are perfectly positioned to benefit. From rising export earnings to operational leverage and selective growth opportunities, the fundamentals are compelling. We’ve captured the full story in a detailed report, including: Why lithium […]

The Australian construction and materials sector is at an interesting crossroads. On one side, public investment is booming; on the other, private building activity is stumbling. Understanding this split is key to making sense of why some companies are thriving while others are struggling. Overall, the Australian construction market is projected to grow at a […]

Special report from investorpulse.com.au – managed accounts that perform for a fraction of the price. Australia’s defence sector is undergoing a major transformation, with rising government spending, policy reforms, and international collaborations creating new opportunities for domestic firms. From naval shipbuilding and advanced technology projects to AUKUS initiatives, key programs are reshaping the industry. ASX-listed […]

Australia’s economy continues to show resilience – headline inflation is within target, GDP growth is solid, and the labour market remains strong. But the real opportunities for investors may lie beyond the mega-caps, in small- and mid-cap industrials trading at historic discounts. Our latest insights highlight companies like SRG, GNG, GNP, SHA, and DVP that […]