Tensions between Israel, Iran, and the United States have escalated significantly in recent weeks and days, marking a potentially critical juncture in Middle Eastern and global geopolitics. This report looks at the geopolitical tensions as well as the outlook for the market following the Fed’s interest rate decision.

As the end of the financial year approaches, many investors consider strategies to optimise their tax position. But with the Australian Taxation Office (ATO) receiving significant funding each year – delivering an estimated $7 return for every $1 invested in compliance activities – it’s important to ensure your plans don’t inadvertently draw unwanted attention.

This report identifies two compelling ‘pairs trades’ in companies that offer attractive value relative to peers (ResMed, Woolworths). We also analyse the recent A$30bn takeover proposal for Santos, which is the Focus Portfolio’s sole Energy sector exposure.

The US stock market continues to defy fears related to the Trump Administration’s volatile approach to economic and foreign policy. This report explores the outlook for the US economy, as well as the outlook for  both equity and bond markets.

The digital infrastructure sector remains in the early stages of its growth cycle, despite a significant ramp-up in data centre capacity in recent years. This report explores investment opportunities from the sector on the ASX 300, including a deep dive on DigiCo Infrastructure REIT.

The Australian market has recovered from its March/April sell-off to sit around 1% from its February (all-time) highs. This report examines the outlook for Australian equities, in light of full valuations, low earnings growth, superannuation flows, supportive monetary policy and the performance of the global equity market.

This article explores the structures our clients use to manage their wealth and the ongoing debate surrounding their use, particularly in light of increased regulatory scrutiny.

The out-of-season reporting cycle has revealed important incremental information that allow us to assess where companies we cover stand in relation to our theses. This report explores the results of TechnologyOne and James Hardie, and what led us to slightly readjust the weightings of the Focus Portfolio.