Latest Geopolitics News

Barramundi’s portfolio returned a solid 3.8% gross gain in Q2 2026, driven by strong AI-related infrastructure plays and takeover interest in key holdings, despite sector volatility and profit downgrades in healthcare and logistics.

Kingfish Limited outperformed the S&P/NZX50G with an 8.7% gross portfolio return in Q2 2026, driven by strong results from Fisher & Paykel Healthcare, Vista Group, and Infratil, while a2 Milk faced supply chain and regulatory challenges.

International Equities Corporation Ltd (ASX:IEQ) posted a modest profit for the June 2026 quarter, reversing prior losses amid a challenging economic backdrop that forced the company to exit its hotel and tourism activities.

ECP Emerging Growth Limited rebounded in the June quarter with a 6.1% portfolio gain and an 8.4% lift in net tangible asset value, driven by strong performances in AI-related holdings and consumer growth stocks.

EQ Resources has appointed Dr Mark Lindsay as General Manager Discovery and Growth, aiming to accelerate exploration and resource expansion at its Australian and Spanish tungsten projects.

Mirrabooka Investments reported a 63.6% jump in net profit to $13 million for FY26, boosted by higher investment income and dividends. However, its portfolio lagged the benchmark, dragged down by sector exposures and tech stock de-ratings.

Volt Resources’ Ukrainian subsidiary Zavalievsky Graphite is launching a new graphite production campaign in July 2026, supported by firm European sales contracts worth around €377,000.

Navigator Global Investments boosted its ownership-adjusted assets under management by 6% to USD33.6 billion in Q4 FY26, driven by strong hedge fund performance and significant net inflows, setting a robust platform for FY27.

Meteoric Resources has expanded its Ore Reserve at the Caldeira Rare Earth Project in Brazil by 42%, underpinning over 20 years of production and reinforcing its Tier 1 status in the global rare earths market.

MyEco Group’s FY26 retail sales edged up 0.8% to $15.8 million, powered by a 22.7% surge in Australian branded product sales and a successful launch of certified recycled bin liners at Woolworths.

Netwealth Group posts a record $135.7 billion in funds under administration for FY26, driven by strong net flows and platform enhancements despite short-term geopolitical jitters.

Australian Ethical reached a new record of $14.5 billion funds under management at June 30, 2026, driven by strong superannuation inflows and strategic investments amid challenging market conditions.