Adviser news & insights
-
-min_300_169.png)
Beyond the PE Ratio: Why Investors Must Look Deeper as Valuations Stretch
For decades, the price-to-earnings (PE) ratio has been one of the most widely used valuation metrics in equity markets, a quick way to gauge whether a stock looks cheap or expensive.
-
-min_300_169.png)
Cybersecurity: The defensive backbone of AI spending in 2026
As artificial intelligence (AI) continues to reshape industries and redefine efficiency, it’s also redefining the dark side of technology, hacking.
-
Positioning Your Portfolio for a Market Correction: And Spotting the Buying Opportunities
It’s hard to turn on the financial news at the moment without seeing talk of risk, pullbacks, overvaluation, recession, and the next market correction.
-
CY25: gold glitters, AI accelerates and defence dominates. Are markets set for one more Santa rally?
After a year of record highs across the ASX and global markets, investors are asking: is there any steam left in the tank for a Santa Rally?
-
Increased defence spend fuels new tailwind for critical metals
How investors can capitalise on this growing market through diversified exposure.
-
_300_169.png)
August 2025 Reporting Season Outlook
As July draws to a close, we turn our focus to the eagerly awaited August reporting season. This pivotal time will shed light on key trends, offering valuable insights into the stability of Australia’s economy, identifying sectors that have outperformed or under performed, and providing guidance for investment opportunities as we head into the new financial year.
-
Flexibility, liquidity, and diversification—the case for equities as a geared investment for SMSFs
Many SMSF investors assume property is their only gearing option but equities can offer greater flexibility, liquidity, and diversification.
In this article, Chris Fox, General Manager at Bell Potter Capital, explores how SMSF members can leverage equities, the borrowing methods available, and key risk management strategies.
Discover how geared investments could enhance your SMSF returns while staying compliant with superannuation regulations.
-
Reporting season wrap February 2025
Reporting season of February 2025 broadly surprised to the upside however was a very mixed bag with some strong misses among key listed names.
-
Bid farewell to 2024 with a market outlook for the year ahead
Well, the end of 2024 is here and the ASX has posted over 10 record closes this year alone signalling the strength in Aussie equities against a challenging macroeconomic backdrop floored with many headwinds.
-
Australian equities portfolio design: Why a second opinion can be a game changer for advisers
Traditionally advisers have had limited options for sourcing stock ideas when building Australian direct equities portfolios, but custom solutions are now available to support advisers with an unbiased independent view on stock selection and holistic portfolio design.
-
Earnings Season Outlook - August 2024
This reporting season is set to be one of the biggest in years as we analyse how listed companies on the ASX fared the high interest rate, sticky inflationary environment of FY24. Despite some key inflation drivers easing throughout the last financial year, companies have had to adapt to the idea of ‘higher rates for longer’ as the RBA is struggling to tackle key sticky inflation drivers like housing prices, services inflation, wages, retail spend and unemployment. What this has meant for companies is higher costs to wear or pass onto customers, thus eating at margins amid a decreased demand environment for some key sectors.