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Our latest insights from the trail

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Read MoreFeaturedWeekly insights from the Trail

Three things that got the team talking this week

October 4, 2024
1. War and Oil 2. Copper - deep dive 3. France – great for visiting, not so good for doing business
Read MoreFeaturedWeekly insights from the Trail

Chart of the week

October 3, 2024
A look at closing auction levels vs on market volume. 
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Firetrail Equity Edge Podcast Episode 18

September 30, 2024
In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he thinks really matters for Schneider’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
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Three things that got the team talking this week

September 27, 2024
1. Blow torch on Australian Supermarkets 2. Electricity demand – higher in the future but also, higher now! 3. Food – back to normal
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Chart of the week

September 26, 2024
A look at global rate cuts.
Read MoreResearch Insights

ASX 200 index concentration: great when it works, terrible when it reverts

September 24, 2024
With the top 10 stocks in the ASX 200 accounting for 49% of the index, we analyse what this concentration can mean for investors.