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.
Thursday Edition, 4 December 2025
‘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.
Questions of the Week
If the Aussie dollar continues to rise, are there any ETFs I can access to reduce the financial impact on my US shares? Why do the index weights of the major industry sectors change from month to month? Do the major brokers see price upside for Sonic Health Care? Why have term deposit rates gone up, with Macquarie paying 4.25% for 12 months?
Monday Edition, 1 December 2025
Should we go all in with this stocks surge or keep playing a more defensive game?
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.
Portfolios outperform as ASX falls by 3% in November
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.
Three great stocks for 2026
Here are three stocks that I’d like to see under our Christmas tree with my name on the gift card!
‘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.
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 28 November 2025, FNArena tracked 12 ratings upgrades and 14 downgrades for ASX-listed companies from brokers monitored daily.
Switzer Investing TV (01/12/25): 2026 stock market outlook – is the worst behind us? AND: How to get started with Bonds
Is the rocky road for the 2025 market behind us? Or is there more 'excitement' in store for 2026? Plus, how do you get started in bonds without spending millions?
Switzer on Saturday, 29 November 2025
Is this stock market comeback a real turkey?
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
Thursday Edition, 27 November 2025
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.
‘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.
Questions of the Week
To own gold, would you suggest an ETF of a gold miner such as Northern Star? Ramsay Healthcare has been in the doldrums but bounced higher the other day. What do the major brokers think? Why do the major banks hold their AGMs so close to Christmas?
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 21 November 2025, FNArena tracked 14 ratings upgrades and four downgrades for ASX-listed companies from brokers monitored daily.
Boom, Doom, Zoom! | 27 Nov 2025: inflation is up, but so is the market!
This week, Peter Switzer is rejoined by co-host Paul Rickard. Together, the pair take on the higher than expected inflation result, why the market dislikes tech and growth stocks right now, and a few old favourites.