HALO is a new one I’ve seen lately. It stands for Heavy Assets, Low Obsolescence, which is definitely more fun as an acronym.

Lynas ( ASX:LYC) shares closed up 16% on March 11 on news that the group has extended its rare-earth supply deal with Japan ...

The ASX 200 technology sector has fallen over 40% since September 2025. We have reviewed our software coverage and lowered ...

A broad assessment of AI’s threats and opportunities leads to moat ratings changes for more than three dozen companies.

When the bank ran out of money and failed a banking panic spread throughout the state. Soon the crisis went national and 5.6% of all banks in the US folded in November and December 1930. A bank run is ...

Ninety percent of the 400-megawatt data center capacity Oracle delivered in the quarter was on or ahead of schedule. Considering the scale of OCI’s buildout, a strong record of on-time delivery is ...

A deep dive into the most traded stocks by Aussies in 2025 - and what this signals for the year ahead.

Vanguard’s International Shares (ASX: VGS) strategy provides investors efficient exposure to global equity markets. The strategy and its Australian-dollar-hedged version mirror the MSCI World ex ...

Tech saw solid earnings, but there are more questions around which companies will benefit from AI, and which will be hurt.

This week’s chart comes from the Morningstar Manager Research team’s report The Role of Semiliquid Funds in Portfolios. The full report breaks down how these vehicles fit into modern portfolios as ...

International Women’s Day is a moment to celebrate women’s achievements and acknowledge the progress we continue to make.

We cut our fair value estimate for narrow-moat CSL by 22% to $210 due to our plasma earnings downgrades. However, shares are undervalued. Despite fiercer competition, we think we are more optimistic ...