War games: why your portfolio can’t take off while Iran keeps everyone guessing
Just when investors thought the coast was clear, the guns might be starting up again. And if the Iran war truly is back on, the market's next leg up may have to wait.
Monday Edition, 20 July 2026
Switzer on Saturday, 18 July 2026
Will reporting season trump this tech tug-of-war?
Markets have been fighting two wars this week: one in the Middle East and the other between AI bulls and bears on Wall Street. Reporting season might just settle which one matters more.
Thursday Edition, 16 July 2026
Boom, Doom, Zoom! live show | 16 July 2026: BHP, TLS, XRO and more!
Peter Switzer and Paul Rickard take your questions live, and this week the viewer picks set the agenda:
Questions of the Week (16 July 2026)
How do you rate the Australian Quality ETF (AQLT) from Betashares? Why have some of the international share ETFs such as IHVV and VGAD just paid such big distributions? What are the eligibility rules about making a non-concessional super contribution? What is the brokers’ target price for A2 Milk?
“HOT” stock: Rio Tinto (RIO)
Michael Gable, Managing Director of Fairmont Equities, says Rio Tinto (RIO) has formed an “island reversal” on the charts and there’s a good chance the stock has found a low and will rally higher again.
Invest like a robot
After years of lacklustre performance, robotics ETFs look more interesting.
Monday Edition, 13 July 2026
Stock market showdown: experts on what they’d buy and what they’d avoid | what’s holding the ASX back? Switzer Show 13/7/26
It's a stock market showdown. What would our experts buy and what are they avoiding? Find out on this week's episode of The Switzer Show.
Headwinds, tailwinds and the Iran Trump Card: what your portfolio might need right now
Looking at the portfolios of my financial advice clients, which have largely outperformed the broader market over the past 12 months, I'm shifting towards a defensive stance. I'm looking at good income payers and for growth, I'll keep supporting my favourites, while keeping my eye on a bundle of promising stocks that could be good buys if we see a market pullback in coming months.
Investing in infrastructure: three stocks to consider
Here are three active listed infrastructure funds to consider and the pick of the ETFs.
Two transformational situations
Here are two situations that have recently been described as "transformational" where I would be prepared to bet on a positive outcome.
Buy, Hold, Sell: What the brokers say (13 July 2026)
Twelve stocks won an upgrade this week, 17 copped a downgrade. Here's who moved, why, and what the brokers are watching next.
“HOT” stock: Infratil (IFT)
For our "HOT" stock today, Raymond Chan, Private Client Adviser and Head of Asian Desk explains why Morgans stock of the week is Infratil (IFT).
All the stocks from this week on the Switzer Show (13 July 2026)
Here is every stock rated this week on the Switzer Show, in the guests’ own words. Peter Switzer put seven quality names that have come […]
Switzer on Saturday, 11 July 2026
Iran, Trump & AI anxiety hit stocks again
Bloomberg editor John Authers looked at this week’s big market-moving story, the resumption of hostilities between Iran and Donald Trump over the Strait of Hormuz and renamed the ceasefire MOU and called it a MOM – that is, a “Memorandum of Misunderstanding”!
Thursday Edition, 9 July 2026
Boom, Doom, Zoom! live show | 9 July 2026: RMD, FLT, ALI and more!
Peter Switzer and Paul Rickard take your questions live, and this week the viewer picks set the agenda: