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Global defence and security spending has significantly accelerated in recent years in response to the evolving geo-political backdrop. Even if global economies fall into recession, government defence spending is likely to rise. The ASX has three ETFs that combine growth and stability, and here’s a look at them.
Is it too late to go defensive?
President Trump comes with the tag “Expect the unexpected”. While we’ve become used to Trump’s tactics in the world of money and then in the world in general, as an unusual US President, we’re now seeing his unusual behaviour playing out at war!
Michael Gable, Managing Director of Fairmont Equities, says that his chart for Paladin Energy (PDN) is telling him that PDN is very close to commencing another strong rally.
I’m rebalancing my portfolio and see there has been a huge increase in the weighting to ‘materials’. Is this normal?; Will the super caps be increasing next year?; Do the brokers see price upside for Life360?; Is it too late to participate in BHP’s dividend re-investment plan and how do I do this?
For traders and active investors with a short-term investment horizon, here are two ideas to consider in these sectors if the Iran attacks prove more difficult than the US expected.
Geopolitics, tech rebounds and market uncertainty: there’s a lot happening right now! In this week’s Boom, Doom, Zoom, Paul Rickard and Peter Switzer unpack how tensions involving Iran and the Strait of Hormuz could ripple through global markets and what it might mean for Australian investors.
Despite a soft Wall Street, the Aussie share market surged in February adding more than 4%. Our model portfolios, which are marginally overweight resources, continued to outperform.
Uncertainty is always at its maximum when a geopolitical crisis visits not only the world but the stock market. History gives us a playbook for the short term and the long term investor. This is what I talk about in my article today.
In the latter stages of the current reporting season, FNArena recorded 40 upgrades and 24 downgrades across ASX-listed companies for the week ending Friday 27 February 2026 based on brokers monitored daily.
In our “HOT” stock column today, Raymond Chan, Adviser and Head of Asian Desk says Morgans research team maintains a BUY rating on Cleanaway Waste Management (CWY).
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If there's one thing that markets respond to, it's uncertainty. And nothing is more uncertain than kinetic conflict. Our experts look to add some certainty back to the narrative, breaking down the current conflict in Iran from a market-based perspective.
It’s the market versus the potentially smartest guys ever in US business!
Resource-focused Listed Investment Companies shine amid the gloom. Here are three of them.
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