Peter Switzer

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Investing

Headwinds, tailwinds and the Iran Trump Card: what your portfolio might need right now

Looking at the portfolios of my financial advice clients, which have largely outperformed the broader market over the past 12 months, I'm shifting towards a defensive stance. I'm looking at good income payers and for growth, I'll keep supporting my favourites, while keeping my eye on a bundle of promising stocks that could be good buys if we see a market pullback in coming months.

July 13, 2026 · 4 min read

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Switzer on Saturday

Iran, Trump & AI anxiety hit stocks again

Bloomberg editor John Authers looked at this week’s big market-moving story, the resumption of hostilities between Iran and Donald Trump over the Strait of Hormuz and renamed the ceasefire MOU and called it a MOM – that is, a “Memorandum of Misunderstanding”!

July 11, 2026 · 8 min read

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Wall Street’s AI rotation and where healthcare fits in

The AI trade is shifting gears, and if history is any guide, our market won't be far behind.

July 6, 2026 · 3 min read

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Switzer on Saturday

It’s the R-word that I like for stocks

Looking at this week's market revelations I'm thinking about an R-word. However, it's not for the negative vibe that is a recession but a more positive development, namely rotation.

July 3, 2026 · 7 min read

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Smoke signals: 9 rising stars worth a second look

In my article today I'll test out whether you should get on board these rising stars.

June 29, 2026 · 6 min read

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Switzer on Saturday

Are headwinds outnumbering tailwinds for stocks?

Markets should have celebrated peace, but a rotation out of big tech into defensives has Peter Switzer asking whether headwinds now outnumber tailwinds. The S&P/ASX 200 fell 0.73% for the week to 8,764 on profit warnings and softer iron ore, copper and gold prices, while a better-than-expected US PCE inflation read eased the pressure for higher rates.

June 27, 2026 · 8 min read

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Four outside-the-square investments worth a closer look

In the interests of investing outside the square, I've gone looking for interesting companies worthy of consideration. Of course, we have to hope that the Iran peace deal can last, as this should be a plus for stocks.

June 22, 2026 · 3 min read

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Switzer on Saturday

War’s Off, Markets On

Wall Street finished a holiday-shortened week on a high as the Iran peace deal removed an oil-price headwind. Peter Switzer counts five tailwinds versus two headwinds and stays cautiously positive, even as the S&P/ASX 200 slipped on Friday on BHP's potash cost blow-out.

June 20, 2026 · 8 min read

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Smart money’s verdict: stay invested, but keep powder dry

Here are the views of some professionals who are paid to guess the future with other people's money.

June 15, 2026 · 5 min read

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Switzer on Saturday

Markets want to believe Trump on peace

The S&P/ASX 200 jumped 2.07% for the week to 8,804 — the best one-day gain since April — on Trump peace-deal hopes and signs the RBA may have stopped rate rises. US markets were mixed with the NASDAQ off 0.30% and the S&P 500 down 0.04% on the week, despite Friday gains driven by SpaceX's blockbuster IPO debut.

June 13, 2026 · 8 min read