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Why ASX miners will handily beat banks in the long-term

After a stellar run for banks, investors are wondering whether they can continue their outperformance or if a rotation into miners is imminent. There’s a good case that a switch is coming, and it may last decades, not just years.

Australia is out of step on nuclear power

Globally, nuclear power is gathering momentum as a differentiated power source in the energy transition to zero carbon emissions. Yet in Australia, a nuclear ban remains, making us an outlier among our Western Allies.

America, the world's new energy superpower

The US has become the world's new energy superpower, combining production, technology and capital in a way never previously achieved – a development sure to have global implications for decades to come.

Lessons from the battery metals bust

The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a ‘sure thing’ went so wrong. There are plenty of lessons for everyone.

BHP v Rio v Fortescue: it's all about the iron ore price

Don’t look at an earnings forecast or a DCF valuation or a broker target price for a mining company. Share price forecasts are only as good as the commodity price assumptions they are based on, and they are a guess.

Commodities rebound still running

In the last seven years, commodity prices and the fortunes of many Australian producers went through a boom/bust cycle and are now on a recovery rebound. It's a volatile ride but a sector worth another look.

Small and mid-cap resources review 2018

After being shunned by most investors up to early 2016, most commodity prices have experienced stellar growth in the last two years, putting resource companies back in the frame for many portfolios.

Australian shares did OK if you avoided banks and miners

With the broad Australian stock index down 8% since the start of 2015, it looks like a poor period for equity markets. But if investors managed to avoid banks and miners, there's every chance their portfolio performed well.

I will survive! Investing amid structural change

Australia's economy has long had to cope with structural change, which hasn't stopped quality companies from generating wealth for investors. But with increasing complexity, picking winners and losers will become harder.

The financial risks of fossil fuel investments

Looking at the big picture, the world will gradually move away from fossil fuels to renewable energy. Progress will be slow and timing uncertain, but investments will need to adapt to the change in energy usage.

Fun at a gold conference, but it’s not all glistering

Amid the bucket loads of optimism and faith, just as you want to rush out of the room and buy some gold bullion or gold shares, along comes somebody to spoil the party.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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