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8 February 2026
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ASX miners are back in favour after playing second fiddle to banks for years. Is it too late to get in? Here are some thoughts on the large caps such as BHP and Rio, and the hot gold mining sector.
After a stellar run for banks, investors are wondering whether they can continue their outperformance or if a rotation into miners is imminent. There’s a good case that a switch is coming, and it may last decades, not just years.
Globally, nuclear power is gathering momentum as a differentiated power source in the energy transition to zero carbon emissions. Yet in Australia, a nuclear ban remains, making us an outlier among our Western Allies.
The US has become the world's new energy superpower, combining production, technology and capital in a way never previously achieved – a development sure to have global implications for decades to come.
The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a ‘sure thing’ went so wrong. There are plenty of lessons for everyone.
Don’t look at an earnings forecast or a DCF valuation or a broker target price for a mining company. Share price forecasts are only as good as the commodity price assumptions they are based on, and they are a guess.
In the last seven years, commodity prices and the fortunes of many Australian producers went through a boom/bust cycle and are now on a recovery rebound. It's a volatile ride but a sector worth another look.
After being shunned by most investors up to early 2016, most commodity prices have experienced stellar growth in the last two years, putting resource companies back in the frame for many portfolios.
With the broad Australian stock index down 8% since the start of 2015, it looks like a poor period for equity markets. But if investors managed to avoid banks and miners, there's every chance their portfolio performed well.
Australia's economy has long had to cope with structural change, which hasn't stopped quality companies from generating wealth for investors. But with increasing complexity, picking winners and losers will become harder.
Looking at the big picture, the world will gradually move away from fossil fuels to renewable energy. Progress will be slow and timing uncertain, but investments will need to adapt to the change in energy usage.
Amid the bucket loads of optimism and faith, just as you want to rush out of the room and buy some gold bullion or gold shares, along comes somebody to spoil the party.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.