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Investor Pulse - Copper’s Multi-Year Opportunity Taking Shape on the ASX
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 Small-Cap Moment: Industrials, Earnings Season, and 5 Stock Picks for 2026
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 […]
Australia remains a key player in global clean energy push
As a world leading supplier of clean energy and battery minerals such as lithium, copper and uranium, all eyes are on Australia’s key players in the development of a range of new projects locally and globally. The nation has been identified as being critically important in helping meet international forecasts of a supply deficit of […]
Zinc begins to shine again after a decade in the doghouse
Every dog has its day, even in the metals world where zinc has emerged from a decade in the doghouse to become the focus of a series of corporate deals followed by an all-time price high of US$4,507 a tonne this week – double its price of two years ago. The spark for zinc’s revival […]
