Three opportunities in commodity weaponisation
Here are three ETFs that could benefit from Great Power contestation for natural resources.
Stock picks from our team of market veterans.
Here are three ETFs that could benefit from Great Power contestation for natural resources.
We’ve made some changes to our income and growth portfolios for 2026 to consider the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.
Here are three market’s leaders that happen to be major world companies that analysts think are very cheap.
For the week ending Friday 12 December 2025, FNArena registered no less than 18 rating upgrades for individual ASX-listed companies versus six downgrades only.
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
For the week ending Friday 5 December 2025, FNArena registered eight upgrades in broker ratings for individual ASX-listed stocks and 10 downgrades.
Let’s take a look at how our model portfolios have performed so far in 2025. We’ll start by examining how the overall market has fared.
For the week ending Friday 28 November 2025, FNArena tracked 12 ratings upgrades and 14 downgrades for ASX-listed companies from brokers monitored daily.
For the week ending Friday 21 November 2025, FNArena tracked 14 ratings upgrades and four downgrades for ASX-listed companies from brokers monitored daily.
This latest market pullback provides an opportunity to revisit two older ideas.
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