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Investing

Investment analysis, share recommendations, and market insights.

Three infrastructure ideas — Investing
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Three infrastructure ideas

Here are the reasons I think higher inflation is here to stay – and how investors can respond by focusing on assets suited to those conditions.

Tony Featherstone · December 4, 2025
‘HOT’ stock: South32 (S32) — Investing
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‘HOT’ stock: South32 (S32)

In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains why he sees South32 (S32) offering an opportunity at its current levels.

Maureen Jordan · December 4, 2025
‘HOT’ stock: Aristocrat Leisure (ALL) — Investing
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‘HOT’ stock: Aristocrat Leisure (ALL)

In our HOT stock column today, Raymond Chan, Adviser & Head of Asian Desk at Morgans, noted that our research team has added Aristocrat Leisure (ALL) to the “Best Ideas” list following price weakness.

Maureen Jordan · December 1, 2025
Is now the time to go more defensive? — Investing
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Is now the time to go more defensive?

My sense is investors will benefit from having more portfolio cash in 2026 and a higher weighting in fixed income. In the past few months, I’ve highlighted cash Exchange Traded Funds (ETFs). This week, my focus turns to fixed-income ETFs and here are two of them.

Tony Featherstone · November 27, 2025
‘HOT’ stock: Rio Tinto (RIO) — Investing
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‘HOT’ stock: Rio Tinto (RIO)

Michael Gable, Managing Director of Fairmont Equities, explains why RIO appears almost ready to break above $135 and would be a BUY if that occurs.

Maureen Jordan · November 27, 2025
Is EX20 yesterday’s hero? — Investing
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Is EX20 yesterday’s hero?

The ETF EX20 has been a good performer over the past two years, helped by falling interest rates. But with rate cuts on hold (or done and dusted), should we reduce our exposure to EX20?

Peter Switzer · November 25, 2025

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