Podcasts about qbe

The ASX 200 gave up early gains to close down 14 points at 8849 (0.2%). Banks eased back with CBA down % and ANZ falling % as the Big Bank Basket dropped to $283.23 (-0.6%). Insurers gave back yesterday's gains. QBE down 0.7% and SUN off 0.8%. Other financials also eased slightly. REITS rose, GMG though fell 0.8%. In the industrials, TLS dropped another 1.4% and tech was mixed, WTC down another 3.0%. XRO finally finding some friends. Up 0.1%. Healthcare mixed as CSL flat after CFO retired. In resources, copper and gold continue to dominate, BHP and RIO had good days up 1.5% and 0.6% respectively. Gold once again shone bright, NST up 1.2% and EVN rising %. NEM is in for a C-Suite change and fell 2.3%. Base metal and copper stocks doing well again. Oil and gas falling hard on crude prices, WDS down 1.7% and STO off 2.5%. Nothing much happening in uranium stocks. In corporate news, SWM and SXL are set to merge. RBD up 59.3% on a takeover approach. And SGR rose 1.1% after it finalised a deal with its lenders.On the economic front, the RBA left rates unchanged. Bullock said ‘we're close' to getting economy back in balance. But we need to be cautious about inflation. Chinese PMI came in below forecasts. Asian markets mixed, China up 0.3%, HK up 0.3% - Japan down 0.2% on PM uncertainty.10-year yields steady at 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 kickstarted the week in style up 75 points to 8863 (0.9%). Gold was once again leading the charge as it pushed through US$3800, NST up 3.1% and NEM rising 4.0%. EVN also turned in a good day up 4.4%. Iron ore miners were a little floppy on steel demand in China and looming 7 -day holiday. FMG fell 2.1%. Copper and other base metal stock continue to push higher, 29M up 4.8% and MLX up 4.1%. Rare earth stocks saw profit taking, ILU down 3.9% and LYC modestly off. Energy stocks saw sellers, KAR down 1.7% and PDN falling 2.4% with WHC off 3.4%.Banks were firm today ahead of the RBA.  CBA soaring 2.2% with WBC up 2.0%. MQG recovered 1.3% with other wealth managers also better, NWL up 2.1% and insurers rallied, QBE up 1.6% and IAG up 1.3%. Healthcare was firm as CSL traded 2.5% higher on tariff hopes, RMD up 1.2% and MSB up 0.8%. REITs lacklustre, tech eased back in places, WTC down 1.2% and TNE up 1.5%. Retailers were flat, APE off 0.6% and SUL down another 1.0%. ALL a bright spot up 2.0%. In corporate news, MIN was down 0.8% on haul road news, SM1 up 10.4% on the sale of its North Island assets, and BVS rose 2.5% on a new CEO. Nothing on the economic front, RBA tomorrow. Asian markets mixed, China up 2.1% Japan down 1% on PM uncertainty.10-year yields easing to 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 finished the week up 15 points to 8788 in range bound trade. Up 15 points for the week! PCE tonight in the US. Banks firmed with the Big Bank Basket up to $279.52(+0.7%). CBA up 0.7% with insurers better too, QBE up 1.2% and SUN rising 1.5%. REITs still under some pressure. GMG down 0.9%. Wealth managers still struggling from recent fund failure pessimism. HUB down 4.2% and NWL off 2.9%. Industrials generally becalmed, TCL down 0.9% with CPU down 1.8% and SGH falling 0.5%. ORG fell 2.7% with tech struggling. The All-Tech Index down 0.6%.Resources were once again the place to be. Maybe not the leaders, but the second tier was on a tear. DTR up another 17.5% with VUL doing well on a new German geo-thermal deal, up 15.6%. Gold miners rose, WGX up 2.9% and GGP rising 0.4%. NST up 0.4% as Goldfields sold down. Copper stocks were also strong, AIS up 13.1%. Few buyers creeping back in to uranium, NXG up 3.1% and DYL up 1.5%. Oil and gas stocks eased slightly.In corporate news, CSL fell hard early on tariff news, it did rally from lows, down 1.9% at the close. MSB said no effect from tariffs. Still fell 3.6%. GOR is no longer as Goldfields wraps up its acquisition. IPX rallied hard on a new US government contract. Up 6.1%.On the economic front, nothing locally. All eyes on the RBA next week. No change expected.In Asian markets, Japan down 0.6%, China off 0.3% and HK off 0.4%.10-year yields pushing higher to 4.39%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Secure Boot for FreeBSD, Systems lie about their proper functioning, Teching the tech and rushing the endorphins, Passing a Device Into A FreeBSD Jail With A Stable Name, ZFS snapshots aren't as immutable as I thought, due to snapshot metadata, Let's write a peephole optimizer for QBE's arm64 backend, Migrate a Peertube instance from Debian to FreeBSD, and more NOTES This episode of BSDNow is brought to you by Tarsnap (https://www.tarsnap.com/bsdnow) and the BSDNow Patreon (https://www.patreon.com/bsdnow) Headlines Secure Boot for FreeBSD (https://forums.FreeBSD.org/threads/how-to-set-up-secure-boot-for-freebsd.99169/) The Fundamental Failure-Mode Theorem: Systems lie about their proper functioning (https://devblogs.microsoft.com/oldnewthing/20250716-00/?p=111383) News Roundup Teching the tech and rushing the endorphins (https://vulcanridr.mataroa.blog/blog/teching-the-tech-and-rushing-the-endorphins) Passing a Device Into A FreeBSD Jail With A Stable Name (https://blog.feld.me/posts/2025/09/passing-device-freebsd-jail-with-stable-name/) ZFS snapshots aren't as immutable as I thought, due to snapshot metadata (https://utcc.utoronto.ca/~cks/space/blog/solaris/ZFSSnapshotsNotFullyImmutable) Let's write a peephole optimizer for QBE's arm64 backend (https://briancallahan.net/blog/20250901.html) Migrate a Peertube instance from Debian to FreeBSD (https://www.tumfatig.net/2025/migrate-a-peertube-instance-from-debian-to-freebsd) Tarsnap This weeks episode of BSDNow was sponsored by our friends at Tarsnap, the only secure online backup you can trust your data to. Even paranoids need backups. Feedback/Questions -Steve - Interviews (https://github.com/BSDNow/bsdnow.tv/blob/master/631/feedback/Steve%20-%20Interviews.md) Send questions, comments, show ideas/topics, or stories you want mentioned on the show to feedback@bsdnow.tv (mailto:feedback@bsdnow.tv) Join us and other BSD Fans in our BSD Now Telegram channel (https://t.me/bsdnow)

The ASX 200 shrugged off a negative lead and rose 9 points to 8774 (0.1%) as resources kept the dream alive. Copper stocks were the go. BHP and RIO leading the charge, 3.6% higher as Grasberg issues pushed the focus onto supply issues. S32 also ran 2.7% and SFR was a standout up 7.6%. MIN rallied % as lithium stocks found a little love. FMG unchanged. No copper. Gold miners were sold down in some profit taking, GMD off 2.3% and WGX falling 5.4%. EVN unchanged on its copper exposure. Oil and gas better as crude pushed higher on geopolitical issues, WDS up 2.5% and STO rising 2.1%. Uranium stocks took a breath.Banks were solid with the Big Bank Basket rising to $277.65 (). MQG got a $321m agreed to reimburse customers involved in its Shield Master Trust problems, insurers lid, QBE down 1.2% and SUN off 3.0%. NWL continued to struggle on the Sentier issue. Industrials were easier, BXB fell 1.2%, QAN dropped 0.8% and WOW and COL both fell close to 0.8%. REITs under pressure, GMG down 1.1% as rates rose slightly following the CPI yesterday. Tech mixed, WTC up 0.2% and healthcare sliding, RMD down 2.6% and RHC off 1.8%.In corporate news, NEC announced its chair will retire after AGM. PMV reported slightly better than expected results, but Smiggle has some issues. WDS signed a deal with the Japanese for liquid hydrogen deliveries.Nothing on the economic front. Asian markets slightly firmer, China up 0.7%. Japan up 0.2%, HK unchanged.10-year yields pushed up to 4.33%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell 59 points (-0.7%) in quiet pre-Fed trade. Banks eased back with NAB and WBC giving up recent gains with the Big Bank Basket down to $283.10 (-0.4%). Wealth managers also slid, MQG down 1.1% and HUB off 1.3% with SOLDA rising for a second day. Insurers also under pressure, QBE down 0.6% and SUN off 1.5%. REITs fell too led by SCG down 2.2% and GMG off 0.9%. Industrials mixed, WES fell 1.9% and LNW dropping 2.4% as FLT fell 2.7% and CTD announced further delays in the accounts. SUL rallied back 2.7% after the CEO/HR news yesterday. Tech slightly better, WTC up 1.5%. Resources eased back, the big three iron ore miners lost ground, BHP off 1.1% and FMG down 1.3%. Gold miners saw profit taking, NST down 2.1% and NEM off 1.1% with lithium stocks mixed, MIN off 1.7% and PLS up 4.2%. Uranium stocks also under pressure following gains yesterday. PDN fell only 1.5% on its $300m capital raise. WHC gained 5.2% and YAL up 2.4% with WDS also better.In corporate news, DRO announced it has won two fresh contracts with the US Defence Department. PYC fell 30.0% as the MD stepped down and BHP announced it was cutting 750 jobs in QLD on the coal outlook. In economic news, consumer sentiment data released by UBS here today indicated that spending intentions over the next 12 months had surged to the highest level since 2019.  UK CPI jumps to 3.8% as forecast.Asian markets better, Japan down 0.3%, China up 0.5% and HK up 1.6%10-year yields steady at 4.21%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Rule 30(b)(6) depositions can be a game-changer in litigation—but only if you know how to use them strategically. In this episode, former Assistant U.S. Attorney and current Wilmington Law professor Veronica Finkelstein shares expert guidance on understanding the purpose and power of a 30(b)(6) deposition, identifying the right corporate representative, drafting precise specifications, and preparing your designee for examination. Whether you're deposing a Fortune 500 company or a little mom-and-pop shop, this episode will fine-tune your approach to corporate testimony.Topics4:23     What is a 30(b)(6) deposition?   7:11     Why all trial lawyers should know about 30(b)(6) depositions9:40     How deposing 30(b)(6) witnesses is different14:27    Meet-and-confer requirement about specifications17:44    Drafting specifications20:20    Benefit of taking 30(b)(6) depositions23:57    Qualities of a desirable corporate designee25:54    Designees and fact witnesses29:21    Corporate counsel and deposing counsel preparations35:40    Who represents the designee?40:05    Nonresponsive or jerk designees43:24    Things to be mindful of during examination45:39    When interrogatories are preferable46:56    Cases to know: QBE and Marker49:42    Deposition Skills: Philadelphia51:53    Sign-off questions Quote“This is one of the few times in litigation when you get to pick your witness, so pick somebody good. Don't pick somebody who's the CEO of the company who doesn't have time to get educated. Don't pick somebody in HR who's been following the policies wrong for the last 20 years and you're never gonna unteach. Pick somebody who's gonna be a really good mouthpiece on behalf of the company who you can educate properly.” Veronica FinkelsteinResourcesVeronica Finkelstein (bio)J.C. Lore (bio)Deposition Skills: Philadelphia (program)NITA Women in Trial (program)QBE Ins. Corp. v. Jorda Enters. Inc. (case)Marker v. Union Fidelity Life Ins. Co. (case)Law 360 article (PDF)

Cyber threats are escalating, and SMEs are finding themselves increasingly in the firing line, from phishing and ransomware to costly business email compromise. Yet a QBE survey shows fewer than 4 in 10 SMEs in Singapore carry cyber insurance, with many citing cost or doubts about relevance. The real challenge is understanding what’s at stake: the financial risks of downtime, how coverage fits alongside basic cyber hygiene, and whether insurance should be treated as core to risk management. Sam Russell-Vick, Senior Cyber Underwriter, QBE Asia, joins the Breakfast Show to unpack the rising risks, why uptake remains low, and how SMEs can balance prevention, protection, and preparedness in 2025 and beyond.See omnystudio.com/listener for privacy information.

It's a jam-packed show this month on What Are We Building?  Starting off with some new businesses in town and a massive plan for the "Derby District" at the QBE site near Grand & Windsor St.  Then, I had a very candid conversation with Lisa Goldsberry about the school board, empathy, engagement, and Grey's Anatomy. We discussed how the board responds (or not) to citizen issues, the situation with Principal Coleman at SP East, and the ongoing handling of the allegations against former Dean Robert Gilkey-Meisegeier.

The ASX 200 jumped early, then fell back to close up only 5 points at 8972 as the great rotation continues. Unleash the resource bulls! Banks and industrials sold off as commodity stocks rallied hard.The Big Bank Basket fell to $283.70 (-1.5%) with insurers also under siege on rate-cut hopes, QBE down 2.1% and SUN off 2.9%. REITs picked up the slack, pushing ahead, GPT up 1.1% and CHC up 1.6%. Financials were also better, AMP up 1.4% and ZIP basking in a warm embrace from broker calls, rallying another 7.5%.Defensives in consumer land slid, WES down 2.6% with WOW off 1.5% and COL down 0.6%. CPU fell 5.2% on lower rates, and QAN came in for a landing, down 1.3%. Tech also came under a little pressure, XRO continues to slide lower after the U.S. acquisition and cap raise. Retail and travel stocks were slightly better on rate-cut news — TPW rallied 5.4%, and LOV was up 2.9%. GYG found some support, up 7.8%, and FLT rose 1.1%.In resources, the big iron ore miners had a strong day, BHP, RIO, and FMG all up around 2.6%. Lithium stocks were better — PLS results today were cheered, with the stock rising 2.4%. IGO up 3.7%, and LTR rallying 4.2%. Gold miners were firm, EVN up 3.5% and NST up 2.8%, with copper stocks also in demand, SFR up 5.3%. Uranium stocks are finding new friends, PDN up 5.3% and NXG rising 5.3%.In corporate news, REH got smashed 16.4% by the Victorian economy, ABB beat forecasts and is going “buddyless.” BEN delivered an FY loss but rallied 1.1%, with STO extending the ADNOC deadline by a month. NHF rose 2.7% on better-than-expected results. ANN bounced 10.3% on upgraded guidance, and SXL surged 26.5% after a good set of numbers.Nothing much on the economic front.Asian markets up again, Japan up 0.4%, HK up 1.8% and China up 1.1%European markets opening flat. US Dow futures down 28 Nasdaq down 9. UK markets closed for bank holiday.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped 63 points to close at 8896 (0.7%). CSL falling 16.9% on restructure and disappointing guidance, responsible for most of the loss. Banks edged higher post results, CBA up 0.5% and NAB gaining some broker love, up 0.8% with the Big Bank Basket up to $281.67 (+0.6%). Insurers sold off again, QBE down 1.2% and SUN off 2.1% with other financials flat, CGF doing well up 2.6%. REITs firmed with DGT up 0.4%. Industrials mixed, retail firmed, JBH back up 2.3% with CTD up 0.9%. ARB results today and the market liked them rising 8.6%. QAN dropped 1.2% after the record fine yesterday, TPG fell 2.3% after a cyber incident, tech was mixed, XRO recovered slightly up 1.7% and WTC slid 0.7%. The All -Tech Index up %.In resources, BHP numbers were solid, the dividend beat forecasts, up 1.6% and some renewed interest in rare earths, LYC up 2.2% and ILU putting on another 1.9%. Gold miners drifted lower and BSL results failed to impress off 1.9%. SGM was another casualty on results falling 5.7% on Chinese scrap issues. Oil and gas stocks fell, STO revealed that DD had failed to come up with a definitive offer, WDS dropped 2.8% on its results and uranium stocks flat.In other corporate news, JDO rose 0.3% on better numbers led by cost cutting. RWC fell 6.7% despite a 13.5% rise in FY net profits. SEK jumped 8.0% after an increase in revenue beating expectations.On the economic front, Australian consumer sentiment jumped 5.7% in August to 98.5, the highest level since February 2022, according to the Westpac-Melbourne Institute survey. Asian markets mixed, Japan down 0.2%, HK up 0.1% and China unchanged. 10-year yields better at 4.32%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell 54 points to 8,827 (-0.6%). Not a bad day considering, CBA was smacked 5.4% on a solid but uninspiring result, with valuations already too stretched to be just “in line.” The fall; accounted for around 50 index points. The Big Bank Basket fell to $273.05 (-4.0%) with ANZ outperforming on catch-up. Other financials slid, QBE down 1.5% as IAG dipped 0.1% on a slight beat on results, ASX down 2.4% and GQG slipping 2.3% lower again.REITs rose slightly, SCG up 0.3% and SGP up 0.5%. Healthcare was better with CSL up 2%, seeing inflows as CBA fell. TLX rose 2.7% in a rare up day recently. Industrials were flat, dominated by results — CPU hit 3.8% on broker downgrades post-results. BXB bounced slightly, SGH held after the rout yesterday.Retailers were in the green, APE up 3.1% and TPW rising 1.5%. LNW had a good day, up 3.0%, and FLT up 1.2%. GYG came under some pressure, currently down another 3.7%.In resources, lithium stocks saw the shorts return, LTR down 4.4% and PLS off 6.6%. Iron ore stocks firmed again — BHP up 1.1% and FMG up 1.4%. LYC rose 3.2% and EVN up 3.9% on better-than-expected results and an increase in dividend. Other golds did OK too, NST up 1.1% and GMD rising 3.2%. Oil and gas stocks slipped, BPT down 7.6% and KAR off 3.8%. Uranium drifted lower and coal off slightly.In corporate news, BVS missed expectations losing 16.5%, TWE firmed despite some concerns, AGL ran out of power, down 13.1% on bad numbers, guidance underwhelms. TYR boomed 11.4% on takeover talk and ANG disclosed an accounting error.On the economic front, wage increase and lending data. Looks like wage pressure has stabilised. Asian markets continued to march to records, Japan up 1.3%, HK up 2% and China up 0.9%.10-year yields steady at 4.23%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 hit a new record high, up 36 points to 8881(0.4%) as the RBA cut rates as expected. Banks pushed higher with the Big Bank Basket at $284.55 (+0.6%), CBA on pause ahead of results tomorrow. ANZ the standout up 2.2% with other financials firm. ASX up 0.9% and insurers fighting back, QBE up 2.1% and SUN bouncing 2.9%. REITs were mixed but generally up, CHC up 0.8% and SGP up 0.2%. Industrials mixed, JBH bounced well on analyst reports, SGH fell hard on a disappointing outlook. XRO dropped 2.2% as tech went now here with the All-Tech Index up 0.2%. REA fell 0.5% with CAR up 5.0% on broker comments post results. BXB under a little pressure down 1.5%. Resources were mixed, lithium stocks gave back some of the gains from yesterday, LTR down 8.0% and PLS down 0.9%. Iron ore stocks better, BHP up 1.0% as futures in Asia remained firm, FMG up 1.2%. Gold miners mixed as the tariff chaos works through the market. Oil and gas stocks mildly higher, Uranium stocks fell again, DYL in deep red down 3.8%. Coal stocks better, WHC up 2.8%.In corporate news, SGH disappointed, SWM down 6.7% on results, 360 did well on results and a C-Suite change, SGR announced a new deal for Queen Street and rose 23.6%. OML appointed a new CEO from SBS. On the economic front, the RBA cut rates and remains cautious. Asia markets heading higher, Japan at record, up 2.2%, China up 0.5% and HK flat.10-year yields steady at 4.25% Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 marched another 38 points higher to 8845 (0.4%) led by the banks and resources. CBA up % leading the charge and the Big Bank Basket to $282.97 (+1.2%). WBC up 1.9% with MQG down 0.3% and insurers still suffering from post QBE fall out. Financials a little lacklustre, PNI down 2.8% and XYZ giving back Friday's gains. ZIP down 2.7%. AMP smacked 7.2% lower on broker downgrades. REITs firmed, DGT up 9.1% on certification news, with CMW up 2.3%. Industrials becalmed, ALL down 1.1%, WES fell 1.8% and retail under pressure following JBH off 8.4%. Slightly disappointing numbers and CEO to retire. WEB fell 4.3% and LNW bounced 3.6%. Tech mixed, XRO continue to drift lower, off 1.3% and WTC up 0.7%. The All-Tech Index down 0.6%.In resources, it was all about a lithium renaissance following news that CATL is closing a large mine for three months, LTR rallied 18.3% despite recent cap raise, PLS boomed up 19.7% and MIN up 12.2% as shorts were forced to cover. Gold miners under a little pressure on the switch to lithium, NST down 1.8% and NEM off 1.1%. Uranium stocks showing little interest and WDS up 0.7% with STO extending DD to ADNOC and fell 0.1%.In corporate news, CAR held steady after in line results. Not even a special dividend could save JBH as valuations look toppy, IRE disappointed on results, falling 7.2%, iron ore futures in Asia jumped 1.4% as several steel mills in China will be forced to close next month on pollution concerns. BHP up 1.2% and FMG up 3.0%.Nothing on the economic front as we await the RBA tomorrow and US CPI this week.Asian markets better, Japan up 1.9%, HK up 0.1% and China up 0.6%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

SBS Finance Editor Ricardo Gonçalves speaks with Heath Moss from HLM Investors about the day's market action including an in-depth look at the Nick Scali and QBE results, along with Donald Trump's new pick for a temporary role at the Federal Reserve Board.

ASX 200 fell 24 points to 8807 (0.3%) to be up 1.7% for the week. Not too shabby. As usual it was the perennial war between banks and resources. Banks down with CBA slipping %, results next week and the Big Bank Basket down to $279.64 (-0.8%). Insurers walloped, QBE down 8.8% on poor results. SUN off 3.2% and IAG sliding 2.7%. Other financials falling hard too GQG down 14.6% on FUM levels falling and performance lagging, HUB dropped 2.0% and PNI took a break, down 5.3%. REITs flat, healthcare slid, CSL running into reality, down 1.8% and PME falling 3.6% as TLX continued to drift lower. Industrials too fell, REA down 1.1% and ALL off 1.8% with LNW falling 11.2% on plans to delist from Nasdaq. Tech fell, XRO down 1.4% and 360 dropping 4.2% with the All Tech Index down 0.7%.Resources were bid, Iron ore a lithium together with gold miners in the green. BHP up 0.9% with FMG rising 1.8%. NST bounced another 4.0% with NEM cruising 2.2% higher, LYC jumped 3.8% and PLS up 9.0%, buyers cover shorts as lithium pricing recovered. LTR returned from a mega upsized raise of $316m with the Chinese taking a slice and the Australian government, the stock unchanged. Coal stocks better, NHC up 2.5% and WHC rising 3.1%. Uranium stocks slightly firmer. PBH up 4.6% as its board recommended Mixi's offer.In corporate news, IRE bounced 12.2% on takeover approach from Blackstone at 1050c, QBE massacred, XYZ showed a clean pair of heels on a good result, NCK too better by 6.9% on numbers.Nothing on the economic front locally. Asian markets mixed, Japan up 1.7% to new highs. China modestly lower and HK falling 1.0%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

SBS Finance Editor Ricardo Gonçalves speaks with Heath Moss from HLM Investors about the day's market action including an in-depth look at the Nick Scali and QBE results, along with Donald Trump's new pick for a temporary role at the Federal Reserve Board.

Wall Street closed lower as rising rates and weak bond demand pressured markets. Treasury yields rose after soft bond auction results, dragging equities down. Healthcare stocks declined, with Eli Lilly falling on disappointing weight-loss drug data. Tech also struggled, with Fortinet plunging over 20% after a weak refresh cycle. Meanwhile, Trump announced tariffs on imported chips and urged Intel’s CEO to resign, unsettling the semiconductor space. In commodities, oil fell on news of a planned Trump-Putin meeting, easing geopolitical tensions. Elsewhere, the Bank of England cut rates to 4% in response to cooling inflation. Back home, Aussie shares are tracking lower for the week, though QBE is expected to report higher profits despite yield headwinds. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Cracking day with the ASX 200 up 107 points to 8770 (1.2%) as banks, tech and resources fired simultaneously. US markets were the catalyst, but local enthusiasm was the fuel. The banks roared ahead with CBA up 1.4% and the Big Bank Basket up to $280.63 (+1.0%). Financials generally firm, QBE up 2.4% and MPL rising 1.6% with XYZ up 3.0%. REITs too firm, GMG up 1.5% and SCG rising 0.8%, rate cut hopes helping the whole sector. Industrials also finding buyers, retail firmed, JBH up 1.8% and WES up 2.8% with SGH up 1.3% and FLT bouncing 1.5%. Tech stocks better too, WTC up 0.8% and XRO rallying 0.7%. Utilities were also form, ORG up 1.4%. In resource land, gold miners popped some corks, NST up 1.0% and NEM rising 4.1%. Rare earth stocks got a boost from media reports that a floor price would be put in place for product, LYC up 5.2% and ILU charging 8.7% ahead. MIN had a good day too. The iron ore sector was modestly higher, FMG up 0.5%. Oil and gas saw some buyers, BPT up 3.0% and WDS up 1.4% with uranium stocks slightly firmer. In corporate news, EOS went crazy on a big EU laser order, up 43.4% CCP defied the gloom and knocked the lights out, up 16.2% and ASB got a government tick pushing 7.9% higher. TPG announced that shareholders will be given cash back following the recent sale of its fibre business. TLX smashed 8.5% on higher operating costs.On the economic front, ANZ– Roy Morgan consumer numbers were very positive. Asian markets firmed, 10-year yields fell to 4.22%. US futures slightly firmer.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell hard down 81 points to 8663 (-0.9%) to close the week, pretty much where it started. Banks which had been holding their end up, succumbed to gravity with CBA down 1.6% and NAB falling 1.2% as the Big Bank Basket dropped to $277.82 (-1.3%). MQG fell hard down 1.7% with insurers also under pressure, QBE down 1.3% and SUN off 1.5%. REITs eased back, GMG down 1.5% and SCG off 0.5% with industrials weak across the board. WES fell 0.9% and ALL down 1.2% with patches of green in retail, JBH up 0.8%. FLT bounced back a little up % and QAN up 0.3%. Tech stocks smacked hard, WTC down 2.6% and XRO falling 3.5% with the All-Tech Index down 1.8%. Healthcare hit with CSL down 2.5% on tariff news.  Resources which have been hurtie all week saw some buyers return. Iron ore picked up in Asia, BHP unchanged and FMG up 1.1%. Rare earths saw some buying LYC up 3.3% and MIN up 4.4% in the lithium space. PLS too rallied 4.1%. Gold miners fell, EVN down 0.8% and NEM off 0.5%.  Uranium stocks tried to find some support after the fallout of the BOE downgrade this week. PDN up 0.5% BOE down another 2.0%. Oil and gas flat.  In corporate news, SGR dimmed 16.5% on news that the Brisbane deal was off. RMD up 1.0% on better-than-expected quarterly. SOL and BKW reported with decent dividends and a step closer to a marriage. DOW unchanged despite a new contract and BGL fell 4.3% on production worse than expected. In economic news, local PPI rose 0.7%. NFP tonight from US. 147k is the number.European futures down 0.6%. US Futures Dow down 166 and Nasdaq down 100Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fought back from early losses to close down only 14 points to 8743 (0.2%). Banks back with CBA up 0.5% and NAB rising 1.1% with the Big Bank Basket up to $281.36 (+0.5%). Financials firmed, HUB up 1.6% and QBE firing 0.5% ahead. REITS better, GMG rising 0.6% in better data centre hopes, Industrials firmed again, BXB up 0.6% and retail doing well, JBH pushing another 1.3% ahead, ALL bounced 2.4% with travel stocks under pressure as FLT downgraded guidance, off 7.3%. WEB fell 2.2% in sympathy. Tech rose as US tech led the way, WTC up 1.0% and TNE ahead by 1.9%. The All-Tech Index up 1.2%. Resources under pressure again as iron ore slid under $100 in Asian trade on Chinese PMI. BHP down 2.4% and RIO copping a drubbing down 3.6% as FMG fell 2.3%. Gold miners were also under pressure, NST down another 2.2% with EVN off 3.0% and NEM falling 1.6%. Lithium too unwinding in a hurry, PLS down 7.0% and LTR falling 4.9%. IGO continued to drop off 4.5% and LYC succumbed off 2.5%. Uranium shorts got stuck in again, BOE falling another 6.7% with PDN off 2.7% and oil and gas flat, BPT whacked on a quarterly update, off 9.3%.In corporate news, plenty of quarterlies out, AGL rose 0.1% on its grid battery project, CTT smashed 23.5% on tax changes on small parcels in the US, MIN crashed 7.1% on broker downgrades. In economic news, building approvals and retail sales. In China PMI came in below forecasts. 10-year yields steady at 4.27%Asian markets mixed again, Japan up 1.1%, China down 1.6% and HK down 1.5%. European futures up slightly. US Futures Dow up 141 and Nasdaq up 315.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 rose 52 points to near record highs of 8756 (0.6%) after a benign CPI ensured we should get a rate cut in August. Familiar story, Banks firm with CBA up 1.6% and the Big Bank Basket up to $279.88 (+1.4%). MQG rose0.8 % with financials firm, as insurers rose surprisingly as yields slipped. QBE up 0.8% and SUN up 0.8%. GQG still feeling unloved. REIT boosted by lower rates with SGP up 2.2% and VCX rising 1.7%. Industrials too firm, BXB up 1.9% with JBH doing well as retail firmed, WOW and COL also better by around 2%. Tech mixed. In resources, gold miners were a mixed bag, EVN up 1.4% with PNR rising 1.9% and GMD up 0.8%. Iron ore stocks mixed, FMG better. RIO results after hours, down 1%. Lithium mixed as PLS had a good quarterly up 3.0% but IGO punished on a negative update, down 7.2%. Oil and gas stocks eased, uranium stocks mixed, BOE recovering 3.6%. In corporate news today, plenty of quarterlies, APX crushed on AI uncertainty, MIN rose 2.3% as it met its FY guidance. PNV rose 7.8% after earnings report.In economic news, CPI came in benign at 2.7% for core, hopes rose for a rate cut on 12th August. Asian markets mixed, Japan down 0.1%, China up 0.4% and HK down 0.6%. European market opening slightly higher. Waiting for Fed, tariff news and tech results. US futures slightly higher. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Wednesday 30 July 2025 Telstra, Wesfarmers and QBE take over as the best performing large caps on the ASX. And more, including: The federal government gets a green light for its HECS debt and childcare bills. The illegal tobacco trade hurts another ASX-listed victim. The launch of Australia’s first home made rocket is delayed again. A shooter kills four in midtown Manhattan, in New York. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, cash or cashless: what’s better for the budget? Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Wednesday 30 July 2025 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. Telstra, WES, QBE winners Green light for HECS debt relief Illegal tobacco hits ASX Shooter kills four in Manhattan Australian rocket launch delayed Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - this week, cash or cashless: what’s better for the budget? Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The ASX 200 drifted 28 points lower to 8709 (-0.3%) as Michele Bullock's lunch time speech partly dashed rate cut hopes for August. Banks flat with CBA unchanged and the Big Bank Basket at $274.86 (+0.2%). MQG had a nasty day as its AGM saw selling down 5.1% as the CFO retired and earnings softened. Other financials also under a little pressure, CGF down 2.9% and QBE off 1.2%. ZIP had a good day up 4.7%. REITs slid on higher rates, GMG down 0.8% and GPT off 1.2%. Industrials pretty flat too. Tech eased back, XRO down 1.2% and TNE off 2.3%. CPU dropped 3.3% with BXB falling 1.5%. TLS also slipping away with healthcare stocks remaining firm, CSL up 1.5% again.Resources mixed, LYC up 5.0% on a JV as MIN gained 4.7% on lithium buying and LTR turned from early losses to close up 3.2%. FMG production numbers were solid, pulling out of hydrogen also a positive up 4.3%. Gold miners lid, NST down 2.4% and EVN off 2.7%. Uranium mixed, BOE fell 6.4% on resignation of CEO, PDN recovered slightly. Coal saw sellers back.In corporate news, BAP was punished for a triple whammy of director resignations, bad debts and earnings downgrade, finishing down 28.4%. DRO fell 5.9% after another order win, CMM off 3.4% as it bid for WA8. In economic news, Bullock's speech trimmed rate cut hopes. Asian markets solid. Japan up 1.9% on trade deal relief. HK up 0.4%. China up 0.4%. 10-year yields up to 4.37%. US futures mixed.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped 89 points to 8668 (-1.0%) giving back Friday's gains as banks came under intense pressure.  The Big Bank Basket dropped to $279.24 (2.6%). CBA and WBC leading the sector down with other financials also in the spotlight. MQG fell 1.4% with ASX of 2.1% and IFL down 5.8% as the company updated the CC Capital bid. Insurers fell hard too, QBE down 1.9% and IAG off 1.4% with the REIT sector falling hard, GMG down 0.8% and CHC down 2.3%. Industrials also under the knife, WES off 1.0% with CPU down 1.2% and retail falling, JBH off 1.5% and APE down 3.6%. Travel stocks falling to earth, FLT down 3.0% and WEB off 2.5% with ALL down 1.4%. Tech stocks mixed, WTC up 1.9% and XRO off 0.7% on last day for SPP.Resources were better again, BHP, RIO and FMG did well as China announced a new dam and iron ore continued higher in Asian trade. Lithium stocks squeezed higher, LTR up 11.4% and PLS rising 4.1%. Graphite and rare earths also still in demand, SYR up 17.8% and LYC up 1.4%.  Gold miners saw selling, NEM up 0.5%, NST down 1.5% and EVN off 1.2%. Oil and gas slightly firmer, WDS up 1.4% with uranium stocks also doing well, PDN up 2.3% and coal up too.In corporate news, AMP jumped 9.8% on update, XYZ rose 11.2% on US Index inclusion. S32 rose 4.5% on FY production guidance. Nothing on the economic front, China left rates unchanged. Asian markets modestly higher. Japan closed for Marine Day.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell 69 points to 8562 after a record yesterday. Banks were weak on proposed RBA charges changes, CBA off % with the Big Bank Basket down to $279.26 (-1.5%) NAB under extra pressure on CEO issues, down 3.4%. Financials generally eased back, MQG off 0.8% and insurers down, QBE off 1.0%. REITs too under pressure with GMG down 0.2% and SCG falling 0.5%. Healthcare mixed, CSL fell 1.3% on US tariff issues on pharmas, PME up 1.7% and FPH slightly firmer. Industrials mostly lower, TCL off 0.7%, ALL down 1.7% and WOW and COL easing back as did TLS. Utilities pulled back as ORG fell 1.1% and AGL down 0.8%. Tech gained, WTC up 0.6%.In resources, it was all about rare and critical metals. News of Apple's investment rocked the sector to the core, with good gains across the board. ILU rose 4.3% with LYC flat, even ARU rose 4.9% with MEI up 14.3%. Gold miners fell on NEM news, quarterlies doing nothing to help on profit taking after rises yesterday. NST falling 2.2% EVN down 2.3% on quarterly and WAF down 3.4%. Lithium stocks held up relatively well. BHP down 0.7% despite iron ore hitting $100 in Singapore. Uranium stocks up again, PDN up 3.3% and BOE up 3.3%. Oil and gas flat.In corporate news, LLC fell 1.7% on a luxury development news. RIO up 0.2% on quarterly and CEO change.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 drove 60 points higher at a new record of 8630 (+0.7%). Banks rallied with the Big Bank Basket up to $283.45 (+0.5%). Other financials also in demand, MQG up 1.4% and ASX up 0.9% with insurers rising, QBE up 1.2% and MPL rallying 1.0%. REITs back in demand, GMG up 1.1% with SCG rising 0.5%. Healthcare too doing well, CSL leading the charge, up 3.8% with RMD up 0.7% and PME putting on 2.4%. Industrials firmed reversing yesterday's losses, BXB up 0.9% and QAN rising 1.6%. Retail mixed, LOV up 2.0% but other slipping. Gaming stocks better, ALL up 1.2%. Tech sector a standout with WTC up 1.8% and XRO bouncing 1.1%. The All Tech Index up 1.8%.Defence stocks continue to soar, DRO up 14.8%. In resources, a mixed picture BHP, RIO and FMG all falling around 1% on iron ore slipping. Gold miners were better with NEM up 1.1% and NST up 1.5%. Lithium stocks depressed, PLS down 4.6% and MIN falling 1.0%. Uranium stocks doing well, PDN up 7.9% on a broker upgrade. Rare earth stocks also in demand. In corporate news, HUB rose to record highs on new FUM inflows. TYR fell 2.7% on RBA moves to cancel fees for consumers.In economic news, Chinese GDP rose to 5.2% higher than expected and local consumer confidence rose. US CPI data tonight. Asian markets mixed with Japan up 0.3%, HK up 0.5% and China down 0.2%. 10-year yields at 4.38%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

This month's episode of The Edge of Risk Podcast by IRMI welcomes Ryan Powers, head of construction at QBE. Listen in as Mr. Powers discusses the top risks that construction insureds worry the most about but often feel the least prepared for. In this 13-minute episode, Mr. Powers provides manageable action items to address cyber risks, addresses the benefits and challenges insureds face with technology, and discusses how collaboration in risk mitigation has resulted in reduced frequency in losses in the construction industry.

ASX 200 rose 1 point to 8591 as the RBA kept rates on hold. Bullock's press conference calmed nerves and prompted a late recovery from small losses. The AUD jumped and yields pushed higher on the news, but the reaction was relatively muted. Banks were steady with CBA up 0.8% and the Big Bank Basket up to $282.25 (+0.6%). Insurers were weaker, QBE down 0.6% and SUN off 0.6% as financials drifted lower. Industrials too drifted lower, SGH down 1.5% with PMV off 2.3% as WOW and COL slumped around 1.3%. REITs too fell as yields rose. SCG down 1.3% with GPT off 1.2%. Tech stocks slightly better, WTC up 0.4% and TNE up 1.1% with the All-Tech Index up 0.6%. Resources were mixed with BHP leading the iron ore miners down, off 0.9% with lithium slightly firmer, PLS up 2.1% and gold miners in demand again, NEM up 2.4% and GMD up 2.9% with OBM bouncing hard, up 8% after a huge sell-off. Oil and gas fell, uranium producers firmed, PDN up 0.8% and DYL up 2.6%. In corporate news, PTM rose 3.0% after agreeing to a merger with L1 Capital. On the economic front, the NAB business survey was better than expected. RBA on hold again. Timing, not direction the issue. 10-year yields 4.26%Asian markets better with Japan up 0.3%, China up 0.7% and HK up 0.6%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 down 2 to 8596 on a volatile day as banks saw selling and money move to BHP and other resources. CBA was down for another day, as its now four out of five down days closing off % with the Big Bank Basket down to $282.16% (-1.6%). ANZ outperformed up 0.5%. Financials under pressure across the board, MQG down 0.8% and insurers falling hard. QBE off 2.2% and SUN down 3.4%. Defensives generally on the nose, TLS down 1.2% and REA off 3.4% with WES falling 2.0% together with WOW and COL. Tech mixed as XRO fell again and WTC up 1.2% despite more front-page news! Healthcare mixed, CSL up 0.5% and PME racing 7.8% ahead on news of two contract wins. Resources were the stars today, at least BHP up 5.6% with RIO and FMG also up but more modestly, around 1.8%. Gold miners finding some friends, NEM up 1.4% and WAF up 1.3%. Lithium stocks better, PLS up 11.3% with LTR rising 5.0%, MIN up 7.8% with coal stocks also back in favour, WHC up 8.2%. Uranium stocks eased back. WDS and STO slightly better. In corporate news, GLF rose 4.1% on its debit. VGN sinking 1.9% towards issue price. RPL ran 9.3% on $35m performance fee. On the economic front we had the trade balance numbers. Asian markets mixed, Japan unchanged, China up 0.6% and HK down 0.8%.10-year yields rising to 4.18%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Domino’s is on the hunt for a new CEO, with the pandemic darling seeing its share price plunge again today. ASX200: up 0.66% to 8,597 GOLD: $3,335 US/oz BITCOIN: $164,003 James Hardie’s completion of its US$8.4 billion deal for Azek helped it 5.3% higher to $42.93. The hope for rate cuts helped Real Estate stocks, with Goodman rising 2.1%, Scentre up 2.7%, and Dexus rising 3.1%. BHP up 1.7%, Fortescue rising 3.8% and Rio Tinto up just over 2%. Dominos Pizza shares closed down more than 15% to $16.96 after its CEO resigned Helia told the market that ING was negotiating with other providers – down 21% to $4.31. Qantas revealed a cyberattack had stolen the personal data for 6 million customers, with shares closing 2.2% lower to $10.52. Also weaker were QBE, Xero and Next DC. See omnystudio.com/listener for privacy information.

 I started off with a bit of a rant after the latest round of Facebook whining about the possibility of new development at a location near QBE.  Then I had the great joy of talking with Sunshine Anderson  - They are the Museum Programming & Design Coordinator for Sun Prairie's Historical Library and Museum.  We had a great conversation about a bunch of great stuff, from their love of History to LGBTQ issues, including Sun Prairie's Pride Fest (coming up on Saturday June 28th) and Drag Shows!  Plus, updates on what's happening Downtown related to the arts (like the new Murals) and new businesses coming into the Monarch on Main building. 

The ASX 200 fell 8 points to 8551 in quiet trade. Banks fell slightly with the Big Bank Basket at $294.91 (0.1%). ANZ the star playing some catch-up up rising 2.2%. Insurers slid, QBE off 0.6% and financial services continued to push higher. PNI up 1.5% and HUB putting on 1.6%. REITs slipped, GMG off 1.3% and SCG down 0.6%. Industrials generally weaker, TCL down 0.6%, BXB off 0.5% and tech under pressure as XRO resumed trade after placement. Off lows but still down 5.3%. The All-Tech Index dropped 1.0%. Retail and travel stocks mixed, LOV down 1.1% with FLT up 0.8%. Pizza and burritos down, KFC up, LNW pushing ahead again, up %. Resources were mixed. Lithium showed signs of life with Vanguard taking a stake in PLS, up 5.6% and MIN rallying 3.6%. The iron ore miners were flat, gold miners fell, NST down 2.3% and EVN off 0.9%. Uranium stocks slightly better, BOE up 2.0% though BMN dropped 9.9% after a cap raise. Oil and gas mixed, WDS off 0.6% with STO up 0.8%.In corporate news, XRO returned to trade, NEU ran hard up 6.1% on US news. AZJ fell 0.3% on an earnings update. Nothing on the economic front. Asian markets mixed, Japan up 1.7%, HK down 0.9%, China down 0.4%. 10-year yields steady at 4.11%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 fought back to close down only 31 points at 8475 (0.4%). Banks once again the swing factor as , with gold miners sold off despite geopolitical rose 1.0% and the Big Bank Basket better at $284.86 (). Insurers better, QBE up 0.3% with REITs easing, VCX down 0.8% with other financials easing. MFG off 3.8% and ASX down 0.8%. Industrials weaker across the board. BXB off % with QAN falling 1.9% as oil rose, TLS fell 0.2% with ALL down 2.6% and retail under a little pressure. ADH fell 20.5% on disappointing sales, MTS rose 2.7% on better than expected food sales. Tech stocks eased but off lows, WTC down 1.0% and XRO down 0.2% with the All-Tech Index down 0.5%. Resources were weaker, the three iron ore miners slid, BHP down 1.6% and FMG off 1.0% with gold miners sold off despite geo polictical tensions. NST and EVN continuing to be rerate downwards. Oil and gas stocks muted, uranium stocks fell, BOE off 1.8% and coal stocks down, WHC off 3.5%. In corporate news, WDS agreed to supply Japan with winter LNG. SMP agreed to a scheme with Shift4 from the US. Nothing on the economic front today. Asian markets muted on war worries. Japan down 0.2%, HK up 0.6% and China up 0.4%. 10-year yields rising to 4.21%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

In this episode of QAV, Cameron and Tony kick off with a discussion on the political tension in the U.S. and what Trump's moves with the National Guard might foreshadow, then slide into serious investing updates. There's news on Perenti (PRN), NRW (NWH), and Findi (FND), with a nod to confusing results and sovereign risks. Judo (JDO), BOQ, and QBE get coverage too, as does the SOL–Brickworks merger and what it means for index fund flows. Cameron ponders the shocking long-term flatline of Telstra (TLS), while Qantas (QAN) and Perseus (PRU) get some love for outperforming. Tony wraps up with a pulled pork on Fleetwood (FWD), highlighting modular housing, mining village profits, and capital risk. There's also a review of the film _Ballerina_ and some off-topic Doctor Who and Shakespearean riffing.

The lithium sector finally received some good news, but could this be the start of something bigger for the stagnating metal? MARKET WRAP: ASX200: down 0.03%, 8538 GOLD: $3,397 US/ounce BITCOIN: $160,926 AUD Lithium miners were up, with Mineral Resources closing 14.8% higher, Pilbara gaining 12.5% and IGO rising 9.6%. Lynas Rare Earths rose 12.5% after China implemented controls on rare earth minerals. Commonwealth closing 0.1% despite some profit-taking in the session. Fortescue, Seven Group Holdings, and James Hardie were all up over 1%. Regis Healthcare down 4.5% to $7.61 Brent crude oil fell back below $65 US a barrel, sending Woodside down 0.4% and Santos down 0.8%. Falling by over 1% were CSL, QBE and Computershare. CURRENCY UPDATE: AUD/USD: 65.0 US cents AUD/GBP: 48 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 yen AUD/NZD: 1.07 Dollars See omnystudio.com/listener for privacy information.

The trade war between the US and China has threatened to boil over again, just weeks after a truce was declared. MARKET WRAP: ASX200: down 0.24%, 8414 GOLD: $3,289 US/ounce BITCOIN: $162,704 Soul Patts rose 16.4%, and Brickworks gained 27.6% after a $14 billion merger deal was struck. Aluminium companies were scared off by the weekend lift in tariffs by the US, with Alcoa down 4.8%, and South32 dropping 3.6%. BHP lost 1.2%, Fortescue down 2.5% and Rio Tinto off by 1.7%. Mineral Resources fell another 11.8% to $19.58. Bluescope Steel gained 4.4% to $23.75 James Hardie up 1.4% to $35.94 Wisetech, Sigma Healthcare, and Origin Energy were all lower Up by more than 1% was QBE, Coles and Xero CURRENCY UPDATE: AUD/USD: 64.8 US cents AUD/GBP: 47.8 pence AUD/EUR: 56 Euro cents AUD/JPY: 92 yen AUD/NZD: 1.07 Dollars See omnystudio.com/listener for privacy information.

In this episode of the AgCulture Podcast, Jamie Luce—CEO and Co-Founder of AIR Parametric—breaks down how parametric insurance is changing the game for managing climate risks in livestock and dairy farming. He shares how their data-driven tool, Milkshake™, helps farms get fast support during extreme heat, skipping the usual hassle of filing claims. It's a simpler, smarter way to get coverage, no matter the size of the operation. Tune in now on your favorite podcast platform!Meet the guest:Jamie Luce is the CEO and Co-Founder of AIR Parametric, bringing over two decades of leadership in commercial insurance. With a career spanning Liberty Mutual, QBE, and Jewelers Mutual, he launched AIR Parametric to build new protections for agricultural businesses against extreme climate events. Luce holds deep expertise in underwriting, insurance strategy, and innovation.Connect with our guest on Social Media: LinkedInWhat you will learn:(00:00) Introduction(02:11) Parametric insurance (04:42) Heat index triggers(07:07) Localized data models(10:24) Pricing and policy tiers(17:09) Rise of alt insurance(22:25) Closing thoughtsDiscover the world of agriculture with the "Ag Culture Podcast".  This podcast will be a gateway for those passionate about agriculture to explore its global perspectives and innovative practices.Join Paul as he shares his experiences in the agricultural industry, his travels and encounters with important figures around the world.Available on YouTube, Spotify and Apple Podcasts.Subscribe at ⁠http://www.agculturepodcast.com⁠ and keep an eye out for future episodes, bringing insights and stories from the vibrant world of agriculture.

David Worldon is the Founder of Accelerated Innovation, a boutique management consultancy specialising in insurance innovation. Last year they  saved  Australia's largest insurers half a million dollars in fees and shaved a full year off their growth timelines. David has recently published the 2025 General Insurance Innovation Report, assessing and ranking how Australia's largest insurers are innovating to address key industry challenges such as climate change, underinsurance, and rising premiums. His goal is to save leaders $20m in fees and 40 years of waiting to get shit done. David is also the host of Accelerated Innovation's Innovation Insider podcast, which is available at https://acceleratedinnovation.com.au/innovation-insider/ Episode SummaryThe video features a discussion centered around the Australian insurance market, highlighting its unique dynamics, challenges, and opportunities for innovation. Here are the key points: Market Dynamics: The Australian insurance market is characterized by a high level of concentration, with a significant portion of the market share held by a few major players. This concentration influences competition and innovation within the industry. Regulatory Environment: The industry is highly regulated, with recent interventions aimed at addressing systemic issues, particularly following a Royal Commission that scrutinized the sector for malpractice. This has led to a culture of risk aversion among insurers. Innovation Focus: There is a growing emphasis on innovation, particularly in risk mitigation and preparing for natural disasters. Insurers are shifting their strategies to not only rebuild after disasters but to enhance infrastructure and resilience for future events. Collaboration and Growth: Insurers are beginning to collaborate more effectively with each other and with government entities to address challenges such as underinsurance and protection gaps. This collaborative approach is seen as a pathway to strengthening the market. Future Outlook: The discussion suggests a positive outlook for the next five to ten years, with expectations of increased appetite for risk and innovation. The market is viewed as ripe for new entrants, particularly global digital players, which could disrupt traditional distribution models. Personal vs. Commercial Lines: Innovation is more pronounced in personal lines of insurance, particularly through direct sales channels. The commercial lines are slower to innovate, focusing primarily on enhancing broker experiences. This episode is brought to you by The Future of Insurance thought leadership series, available globally from Amazon in print, Kindle and Audible audiobook. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

Today's podcast is one of the most positive and optimistic I think I have ever recorded. Andrew Horton Group CEO of QBE has been in the role long enough to have been able to reap some of the rewards of the changes he has made at the global insurer since he took over the top job. Having dealt with legacy issues and posted some remarkable results that have validated his strategy – the mood from this interview is 100% forward-looking and upbeat. Andrew's QBE has a spring in its step and a growth plan to execute into a global insurance and reinsurance market that seems to be throwing up opportunities almost wherever you look. It certainly helped that this was recorded on a pleasant early spring day in London, with plenty of sun in the sky and blossom on the trees, but the difference between this interview and the last one I did with Andrew two years ago is palpable. Today, Andrew is buzzing with energy and good humour and has audibly grown in confidence. In this discussion we make light work of all the issues of the day, taking in topics as diverse as Reinsurance, D&I, the long-term trends of facilitisation and algorithmic underwriting and their consequences, Lloyd's and the London Market, and insuring the transition. So listen on as we take a world tour of market opportunities and a refreshed and revitalised player looking to seize the moment. If you are feeling jaded and in need a tonic – this is just what the doctor ordered! LINKS: We thank our naming sponsor AdvantageGo: https://www.advantagego.com We also thank audio advertiser, The Insurance Network (TIN), organiser of the highly-successful TINtech events series and Data Jam. www.tin.events

MARKET WRAP: ASX200: down 0.41% to 7,828 GOLD: $3,047 US/oz BITCOIN: $131,457 AUD A board review into the conduct of Wisetech Global founder Richard White saw shares fall yet again, down 2.3% to $82.81. A hit to the sales of Myer saw first-half profits down more than 18% to $42.4 million. Shares finished 1.3% lower. Mineral Resources slipped just under 4% after a road train crash halted its iron ore haulage. Coal miner New Hope had another good day off the back of its first half results, gaining another 4.2% to $4.20. FDA approval for an Imugene product helped its shares to rocket 14.3%. The insurers gained ground with QBE up 4.1%, Suncorp 1.7% higher, and IAG rising 1.5%. CURRENCY UPDATE: AUD/USD: 63.44 US cents AUD/GBP: 48.9 pence AUD/EUR: 58 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

With tariffs expected on Australian agricultural products, could companies like AACo or Graincorp suffer on the market? MARKET WRAP: ASX200: up 1.04% to 7,925 GOLD: $3,160 US/oz BITCOIN: $133,689 AUD Every sector finished in the green, with Real Estate up by more than 2%. Homebuilder AV Jennings rose by 8.3% to 65 cents after it accepted a $365 million takeover bid from an American real estate company. Goodman gained 2.7%, Stockland rose 2.2% and Charter Hall lifted 3.7% Southern Cross Electrical Engineering sold for $53.5 million, up 9.6%. BHP gained 1.8%, Woodside rose 1.7% and QBE lifted 1.9%. Paladin Energy dropped another 5.7% to $4.82 and is now down more than 26% over the last week Tower fell by 10.4% after Bain Capital sold more than 68 million shares it held in the insurer. Sigma healthcare was more than 1% lower, with James Hardie also falling back by 3.9%. CURRENCY UPDATE: AUD/USD: 62.46 US cents AUD/GBP: 48.4 pence AUD/EUR: 57 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

The fear of the unknown is causing markets to crash, and defensive assets like gold to rise. So what should investors do amidst all the action? MARKET WRAP: ASX200: down 1.74%, 7,843 GOLD: $3,155 US/oz BITCOIN: $135,052 AUD Domain Holdings fell 1.6% as the board said its close to recommending a takeover bid from US company CoStar. BHP was 3.8% lower, Fortescue fell 4%, Rio Tinto lost 4.8%, Pilbara Minerals tumbled 8.2%, and Mineral Resources dropped 5.2%. Goodman Group fell 2.9%, QBE was down 3.3% and Macquarie fell 3.4%. Wisetech Global managed to finish up 1.5% to $81.23 after it appointed two new non-executive directors, including its former chairman. Orora up 4.4% to $1.88 Bucking the trend were Commonwealth Bank, Transurban, and Reece. CURRENCY UPDATE: AUD/USD: 62.69 US cents AUD/GBP: 48.4 pence AUD/EUR: 58 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Wisetech Global has given a slap on the wrist to Richard White over his conduct. Is the founder now invincible? MARKET WRAP: ASX200: down 0.41% to 7,828 GOLD: $3,047 US/oz BITCOIN: $131,457 AUD A board review into the conduct of Wisetech Global founder Richard White saw shares fall yet again, down 2.3% to $82.81. A hit to the sales of Myer saw first-half profits down more than 18% to $42.4 million. Shares finished 1.3% lower. Mineral Resources slipped just under 4% after a road train crash halted its iron ore haulage. Coal miner New Hope had another good day off the back of its first half results, gaining another 4.2% to $4.20. FDA approval for an Imugene product helped its shares to rocket 14.3%. The insurers gained ground with QBE up 4.1%, Suncorp 1.7% higher, and IAG rising 1.5%. CURRENCY UPDATE: AUD/USD: 63.44 US cents AUD/GBP: 48.9 pence AUD/EUR: 58 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

BHP has made yet another move to expand into copper, in what could be a hedge against iron ore price fluctuations. MARKET WRAP: ASX200: up 0.18%, 7,962 GOLD: $2,920 US/oz BITCOIN: $130,189 AUD Woodside gained 1.9%, Yancoal was up 2.5% and Whitehaven rose 3.5%. BHP looks headed to Africa to search for copper, signing a deal with an explorer & development company and gaining half a percent. Gains of more than 1% for Computureshare, QBE and Resmed. A mixed day for the banks saw Commbank, NAB and Westpac all finishing lower. Johns Lyng group will be removed from the ASX 200 index, sending its shares down another 12.5% to $2.45. And Star Entertainment is still not trading, but is considering a rescue offer from a US-based casino Group. CURRENCY UPDATE: AUD/USD: 63.17 US cents AUD/GBP: 48.9 pence AUD/EUR: 58 Euro cents AUD/JPY: 93 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Andrew joined QBE as Group Chief Executive Officer in September 2021. With a strong focus on bringing the enterprise together, Andrew has driven performance consistency and progress towards QBE's vision to become the most consistent and innovative risk partner. He was previously the CEO, and before that the Finance Director, of Beazley Group, a specialist international insurer based in the United Kingdom. Prior to this, he held various senior finance roles in ING, NatWest and Lloyds Bank. Andrew's career in insurance and banking spans more than 30 years and he has extensive experience across international markets. Highlights from the Show Sustainable Profitable Growth Andrew emphasizes the importance of sustainable growth in the insurance industry, highlighting the need for a balanced approach to risk and pricing models. He discusses the pitfalls of rapid growth without considering long-term consequences, stressing that growth should be managed sensibly. Innovation and Client Focus The conversation touches on the necessity for the insurance industry to listen to clients and innovate based on their needs. Andrew mentions QBE's commitment to integrating innovation within the company, ensuring that all teams are aligned with customer needs. Mitigation Strategies Andrew discusses the need for the insurance industry to adapt to new normals, particularly in the context of natural disasters【4:2†source】. He advocates for building back better after catastrophic events, rather than simply restoring properties to their previous state. Market Viability and Affordability The episode explores the challenges of maintaining market viability amidst rising costs and the need for affordable insurance. Andrew reflects on the balance between providing coverage and ensuring that it remains accessible to clients. Diversification and Growth Opportunities Andrew discusses the importance of diversification in insurance offerings, particularly in niche markets. He highlights QBE's strategy of exploring smaller, specialized markets that can contribute to overall growth. Overall Takeaways Balance is Key: Sustainable growth in insurance requires a careful balance of risk management and innovation. Client-Centric Approach: Listening to clients and adapting to their needs is crucial for long-term success in the insurance industry. Proactive Mitigation: The industry must focus on proactive strategies to mitigate risks associated with natural disasters and changing environments. Affordability Matters: Ensuring that insurance remains affordable is essential for maintaining market viability. Embrace Diversification: Exploring niche markets and diversifying offerings can lead to meaningful growth opportunities. This episode is brought to you by The Future of Insurance thought leadership series, available globally from Amazon in print, Kindle and Audible audiobook. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

With Donald Trump’s new tariff program hitting China hard, will Australia’s iron ore miners suffer in the process? MARKET WRAP: ASX200: down 0.58% to 8,198 GOLD: $2,903 US/oz BITCOIN: $134,474 AUD An oil price resulted in a 3.2% fall across Energy stocks, with Woodside falling over 3%, Santos was down 4.7%, and Ampol shed almost 2%. The threat of Cyclone Alfred saw insurers Suncorp and QBE both down 2%, while IAG was off by 1.7%. Origin dropped 4.2% and Nick Scali fell 3.9% as both traded ex-dividend. Qantas made it over $10 for the first time, rising 2.1% to $10.20. Health Care’s good day was led by CSL rising 1% and Resmed lifting 0.9%. Gains of more than 1% for Transurban, Evolution Mining, and Mirvac. CURRENCY UPDATE: AUD/USD: 62.06 US cents AUD/GBP: 48.9 pence AUD/EUR: 59 Euro cents AUD/JPY: 92 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

We all find the cost of insurance too high, but have you ever thought to actually fight against big hikes to your premium? A growing number of Australians are trying just that, with limited success. Today, national consumer affairs reporter, Michael Atkin, on why insurance costs continue to surge and how Australians are trying to force the insurance giants to justify the hikes.  Michael Atkin explains that insurance premiums have jumped 11% in the past year, following even higher increases in previous years. He shares stories from frustrated home owners like Mark Stacey and Warren Vant, who have seen their premiums skyrocket. The industry justifies these hikes, citing increased severe weather and inflation. Michael Atkin says while some consumers have had success challenging their insurers through the Australian Financial Complaints Authority, many others have not been as fortunate.Featured: Michael Atkin, national consumer affairs reporterKey Topics:Insurance premium hikesAustralian Financial Complaints Authority (AFCA)Natural disasters and insuranceInflation and building costs

Fan Mail: Got a challenge digitizing your intake? Share it with us, and we'll unpack solutions from our experience at Cytora.Here it is, the moment we've been counting down to! As we wrap up our Top 5 Most Downloaded Episodes of 2024, we're thrilled to re-release the No. 1 episode of the year.In this standout conversation, host Juan de Castro sits down with Andrew Horton, Group CEO of QBE Insurance, a global leader operating in 26 countries and ranked among the world's top 20 insurance and reinsurance companies. Andrew's insights captivated audiences, making this the most downloaded episode of the year.During their discussion, Juan and Andrew explore how QBE maintains consistency in a market defined by rapid change, the pivotal role of innovation and culture in driving the industry forward, and why AI has become a personal priority for Andrew as a game-changing technology.Topics Discussed:How QBE balances stability with adaptability in a dynamic industry.The critical link between company culture, innovation, and long-term success.Andrew's perspective on how AI is reshaping the future of insurance.Join us as we celebrate this incredible episode and reflect on the remarkable conversations that defined 2024. Thank you for being part of Making Risk Flow; here's to more impactful episodes in the year ahead!To receive a custom demo from Cytora, click here and use the code 'Making Risk Flow'.Our previous guests include: Bronek Masojada of PPL, Craig Knightly of Inigo, Andrew Horton of QBE Insurance, Simon McGinn of Allianz, Stephane Flaquet of Hiscox, Matthew Grant of InsTech, Paul Brand of Convex, Paolo Cuomo of Gallagher Re, and Thierry Daucourt of AXA.Check out the three most downloaded episodes: The Five Pillars of Data Analytics Strategy in Insurance | Craig Knightly, Inigo 20 Years as CEO of Hiscox: Personal Reflections and the Evolution of PPL | Bronek Masojada Implementing ESG in the Insurance and Underwriting Space | Simon Tighe, Chaucer, and Paul McCarney, Moody's