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Three contrarian ideas

Opportunities always exist in strong and weak markets. Here are opportunities from this Iran war for portfolio investors with a higher risk appetite. Three potential long-term beneficiaries from the Iran war at a country and sector level.

Tony Featherstone · April 9, 2026
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Questions of the Week

If “peace” has been declared in the Middle East, why has the price of gold increased? What is behind the price drop for Catapult Sports? Why has Macquarie had a good run recently? With the transfer balance cap set to increase to $2.1m on July 1, should I wait till then to commence my super pension?

Paul Rickard · April 9, 2026
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“HOT” stock: Eagers Automotive (APE)

Raymond Chan, Private Client Adviser and Head of Asian Desk, commented that Morgans' research team has added Eagers Automotive (APE) to the Best Ideas List following its recent share price sell-off.

Maureen Jordan · April 9, 2026
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Markets trumped by Trump’s fake TACO play

While stock markets largely finished in the green last week, the week ahead might not be so positive with the feeling that an April Fool’s joke was played by President Trump when he talked of ending the war even if the Strait of Hormuz was still closed.

Peter Switzer · April 4, 2026

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