ANZ Bank (ANZ) released their first half of 2025 results, which came in around market expectations with the acquisition of Suncorp Bank which has performed better than expected. ANZ is the last of the big four banks to report this season, with [...]
During April, the HNW Australian Equity Portfolio gained +2.04%, behind the ASX 200 TR return of +3.46%. A positive absolute outcome for the month seemed very unlikely after the battering investors took in early April. April proved to be the most volatile [...]
Westpac Banking Corporation (WBC) released its half-year results for 2025, which came in line with market expectations. Westpac is the first of the big four banks to report their full-year results this season, with ANZ and NAB later this week and [...]
Amcor (AMC) This morning, the world's largest consumer packaging company announced its results for the third quarter of 2025, highlighting the strengths the merger with Berry will achieve in the long term. The HNW Portfolio has a 4.3% weight to AMC. [...]
Today, Woodside announced the final investment decision for its recently acquired Louisiana LNG Project. The HNW Portfolio holds a 3.5% weight to WDS. Key Points: Woodside will invest $11.8 billion over the next 8 years to build an LNG terminal [...]
Whitehaven also provided a Q3 2025 update. The HNW Portfolio holds a 2.5% weight to WHC. Coal Key Points: Coal production was 800 kt higher than the market expected, with WHC navigating higher rainfall in Queensland. Prices paid for [...]
Mineral Resources provided Q3 2025 update, one that was eagerly anticipated with the market looking for more information on the Onslow ramp-up and the haul road resurfacing. The HNW Growth Portfolio holds a 2% weight to MIN. Key Points: [...]
During March, the HNW Australian Equity Portfolio declined -3.17%, slightly ahead of the ASX 200 TR return of -3.39%. Outside of gold, there were few places to hide in March, with the spectre of Trump's tariffs seeing a broad-based sell-off on the [...]
During the volatile February reporting season, the HNW Australian Equity Portfolio declined by -3.18% ahead of the index’s return of -3.79%, a disappointing outcome as we were pleased with reporting season in aggregate, though the certain stocks were very frustrating. The key [...]
Medibank Private (MPL): This morning, Australia's largest health insurer reported its half-year 2025 results, which were very solid and saw the company try to minimise profitability. It is a politically astute move. The HNW Portfolio currently holds a 3% weight in [...]
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