In June, the HNW Australian Equity Portfolio posted a +1.37% gain just behind the ASX 200 TR return of 1.41%. There was minimal news due to companies being in blackout before releasing their six-month financial results in August, except for the last-minute earnings [...]
During May, the HNW Australian Equity Portfolio gained +3.86%, behind the ASX 200 TR return of +4.2%. Global markets were stronger in May after three negative months under Trump and tariff fatigue setting in amongst investors. In Australia the key news was [...]
Dyno Nobel née Incitec Pivot (DNL): Today, the global fertiliser and explosives manufacturer reported their first half of 2025 results, which was pleasant to see management making prudent moves in selling assets. Changing tack from trying to sell the whole business [...]
Macquarie Group (MQG): This morning, the global investment bank reported its full results for 2025, which were solid despite the half having much fewer investment banking deals and increased volatility in the marketplace. Overall, a solid result from the vampire kangaroo [...]
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 [...]
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In the spirit of reconciliation, HNW Nexus acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
