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Bernd Struben

Bernd Struben earned his BA in economics from the University of Michigan in 1991, with post-graduate studies in environmental economics at the University of Connecticut. Over the years he’s written about and analysed the tourism industry in the Caribbean; Europe’s commercial real estate markets; and, since moving to Australia in 2010, global and Aussie share markets. Bernd studies geopolitical and macroeconomic trends, alongside sector and company specific data, to gauge what he believes could be tomorrow's best investments. In his free time, you might find Bernd at the beach with his family or working on his next science fiction novel.

Recent Articles

Businessman hand with coins and sprout in network connection. Plant growing on pile of coins money. Money growth concept.
Broker Notes

Broker tips resurgent ASX All Ords stock for more 'strong growth' in FY 2026

| Bernd Struben

A leading broker expects more outperformance from this fast-rising ASX All Ords company.

Read more »

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Earnings Results

Why did the Inghams share price just crash 22%?

| Bernd Struben

ASX investors just sent the Inghams share price tumbling 22%. But why?

Read more »

Happy man wearing a blue shirt and glasses holding a card and using buy now pay later services to purchase a product on his office computer
Earnings Results

The Zip share price just rocketed 26%! Here's why

| Bernd Struben

Investors are piling into Zip shares today. But why?

Read more »

A woman looks shocked as she drinks a coffee while reading the paper.
Earnings Results

This $1 billion ASX 300 stock just crashed 15%. Here's why

| Bernd Struben

The ASX 300 retail company is under heavy selling pressure on Friday. But why?

Read more »

A casually dressed woman at home on her couch looks at index fund charts on her laptop
Financial Shares

Up 62% since April, what does Macquarie think Netwealth shares are worth after its FY25 result?

| Bernd Struben

Macquarie just amended its 12-month price target for Netwealth shares.

Read more »

REIT written with images circling it and a man touching it.
REITs

Why Macquarie tips this dividend paying ASX 200 REIT to outperform in FY 2026

| Bernd Struben

Macquarie is bullish on the outlook for this ASX 200 REIT. But why?

Read more »

A man with his back to the camera holds his hands to his head as he looks to a jagged red line trending sharply downward representing the ASX tech share sell-off today
Earnings Results

Why did this high-yielding ASX 200 dividend share just crash 22%?

| Bernd Struben

The ASX 200 dividend share has come under heavy selling pressure. But why?

Read more »

A man sits at a desk holding a small replica house in his hand, upset at the sale of his property.
Broker Notes

Down 38% in 2 days, here's Macquarie's 12-month forecast for James Hardie shares

| Bernd Struben

Macquarie delivers its verdict on James Hardie shares following this week’s brutal sell-down.

Read more »

A young man wearing glasses and a denim shirt sits at his desk and raises his fists and screams with delight.
Technology Shares

This ASX All Ords stock just surged 21% today! Here's why

| Bernd Struben

Investors are sending the ASX All Ords stock flying higher today. But why?

Read more »

A bearded man holds both arms up diagonally and points with his index fingers to the sky with a thrilled look on his face over these rising Tassal share price
Earnings Results

Guess which ASX 200 share is rocketing today on a 50% final dividend boost

| Bernd Struben

Investors are piling into the ASX 200 share following resurgent full-year results.

Read more »

Woman with gold nuggets on her hand.
Earnings Results

Northern Star shares lift off as FY 2025 profits more than double

| Bernd Struben

Investors are piling into Northern Star shares today on rising profits and dividends.

Read more »

A businessman in a suit wears a medal around his neck and raises a fist in victory surrounded by two other businessmen in suits facing the other direction to him.
Bank Shares

Guess which ASX 200 bank stock Macquarie tips to outperform in FY 2026

| Bernd Struben

Macquarie forecasts more growth ahead for this quality ASX 200 bank stock in FY 2026.

Read more »

A happy woman in a hard hat gives two thumbs up, standing in a packing warehouse.
Technology Shares

Up 52% since April are WiseTech shares now a buy, hold or sell?

| Bernd Struben

A leading expert delivers his verdict on the outlook for the surging WiseTech share price.

Read more »

A worried woman sits at her computer with her hands clutched at the bottom of her face.
Share Fallers

Why this $8 billion ASX 200 energy stock just crashed 10%

| Bernd Struben

Investors are punishing the ASX 200 energy share today. But why?

Read more »

A man analyses stockmarket graph on his computer.
Share Market News

Brokers name 2 ASX 200 stocks to sell and one to buy

| Bernd Struben

Leading brokers believe the tide is turning for these three ASX 200 stocks.

Read more »

Stock market chart in green with a rising arrow symbolising a rising share price.
Earnings Results

Guess which $15 billion ASX 200 stock just rocketed 8% on record dividend news

| Bernd Struben

Investors are piling into the ASX 200 stock today following its FY25 results. Here’s why.

Read more »

A man in a business suit rides a graphic image of an arrow that is rebounding on a graph.
Broker Notes

Why Macquarie says the HUGE sell-off in CSL shares is way overdone

| Bernd Struben

Macquarie forecasts a big rebound is coming for CSL shares. But why?

Read more »

Robot humanoid using artificial intelligence on a laptop.
Travel Shares

Could AI knock the stuffing out of Flight Centre shares?

| Bernd Struben

A lot of ASX companies will face headwinds from the rise of AI. I think Flight Centre is among them.

Read more »

A female coal miner wearing a white hardhat and orange high-vis vest holds a lump of coal and smiles as the Whitehaven Coal share price rises today
Broker Notes

Macquarie just upped its 12-month forecast for New Hope shares. Here's why

| Bernd Struben

Macquarie just delivered its verdict on New Hope’s earnings results.

Read more »

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Broker Notes

Should you buy NAB shares following Monday's results? Here's what Macquarie recommends

| Bernd Struben

Macquarie just delivered its share price and dividend outlook for NAB shares.

Read more »

A young man wearing glasses and a denim shirt sits at his desk and raises his fists and screams with delight.
Broker Notes

4 reasons this fast-rising ASX stock could surge another 24% this year

| Bernd Struben

Up 84% this year, a leading broker expects more outperformance from this ASX financial stock.

Read more »

An image showing a red graph with a white arrow pointing downwards above three black barrels of oil to represent falling oil prices and ASX 200 energy shares.
Earnings Results

Woodside share price slumps on 24% profit hit

| Bernd Struben

ASX investors are bidding down Woodside shares following the energy giant’s results. But why?

Read more »

Image of a fist holding two yellow lightning bolts against a red backdrop.
Energy Shares

Up 44% since April, why this dividend paying ASX 300 energy stock could keep running hot

| Bernd Struben

A leading expert forecasts solid dividends, and share price growth, from this rebounding ASX 300 energy stock.

Read more »

Five workers working on a task in a warehouse.
Broker Notes

Why Macquarie says this $30 billion ASX 200 stock could surge 32% in FY 2026

| Bernd Struben

Macquarie expects outsized gains, and market-beating dividends, from this ASX 200 stock in the year ahead.

Read more »

A woman researcher holds a finger up in happiness as if making the 'number one' sign with a graphic of technological data and an orb emanating from her finger while fellow researchers work in the background.
Broker Notes

Does Macquarie rate Pro Medicus shares a buy after they surged again on FY25 results?

| Bernd Struben

Macquarie delivers its verdict on the 12-month outlook for Pro Medicus shares.

Read more »

Close-up of a business man's hand stacking gold coins into piles on a desktop.
Broker Notes

Why Macquarie tips 26% upside for this quality ASX 200 dividend stock

| Bernd Struben

Macquarie forecasts a year of outsized returns from this quality ASX 200 dividend stock.

Read more »

Small girl giving a fist bump with a piggy bank in front of her.
Earnings Results

NAB share price lifts off on quarterly revenue growth

| Bernd Struben

ASX investors are piling into NAB shares on Monday. But why?

Read more »

A man in a business suit rides a graphic image of an arrow that is rebounding on a graph.
Broker Notes

Why Macquarie recommends buying the dip on this high-yielding ASX 200 share

| Bernd Struben

Macquarie expects the sold-off ASX 200 dividend share could surge 20% in a year.

Read more »

St Barbara share price Minder underground looks excited a he holds a nugget of gold he has discovered.
Gold

Up 168% in a year, should you buy or sell Regis Resources shares today?

| Bernd Struben

A leading expert delivers his verdict on the fast rising Regis Resources share price.

Read more »

A mine worker looks closely at a rock formation in a darkened cave with water on the ground, wearing a full protective suit and hard hat.
Broker Notes

Up 234% in 2025, why this small-cap ASX mining stock is tipped for more outsized gains

| Bernd Struben

A top broker expects more outperformance from this fast-rising ASX mining stock. But why?

Read more »

A businessman compares the growth trajectory of property versus shares.
Bank Shares

4 reasons to buy ANZ shares today

| Bernd Struben

A leading expert reveals why he’s bullish on the growth outlook for ANZ shares.

Read more »

Two IT professionals walk along a wall of mainframes in a data centre discussing various things
AI Stocks

Up 46% since April, NextDC share price lifts again today on $6.4 billion news

| Bernd Struben

Investors are reacting positively to NextDC’s $6.4 billion announcement.

Read more »

Stock market chart in green with a rising arrow symbolising a rising share price.
Bank Shares

Westpac shares are surging higher on 14% quarterly profit boost

| Bernd Struben

Investors are piling into Westpac shares on Thursday. But why?

Read more »

a gas worker with hard hat and high visibility vest stands cross armed and smiling in front of an elaborate steel structured gas plant.
Broker Notes

Does Macquarie rate Beach Energy shares a buy, hold or sell?

| Bernd Struben

Macquarie just delivered its verdict on the 12-month outlook for Beach Energy shares.

Read more »

A doctor looks unsure.
Healthcare Shares

Should you buy the rebound in CSL shares today?

| Bernd Struben

Two leading experts deliver their verdicts for CSL shares.

Read more »

Female miner standing next to a haul truck in a large mining operation.
Resources Shares

Why this expert is all in on Fortescue shares

| Bernd Struben

A leading fund manager is bullish on the outlook for Fortescue shares. But why?

Read more »

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Earnings Results

Up 102% in a year, Evolution Mining shares rocket again on record full-year profits

| Bernd Struben

Evolution Mining is becoming an increasingly attractive ASX dividend stock.

Read more »

Medical workers examine an xray or scan in a hospital laboratory.
Healthcare Shares

Up 129% in a year, are Pro Medicus shares a buy ahead of tomorrow's FY 2025 results?

| Bernd Struben

A leading expert delivers his verdict on the surging Pro Medicus share price.

Read more »

Close-up of a business man's hand stacking gold coins into piles on a desktop.
Earnings Results

IAG share price lifts off on soaring full-year profits and dividends

| Bernd Struben

Investors are piling into IAG shares following the insurance giant’s FY 2025 results.

Read more »

Falling yellow arrow with descending wooden bars with the percentage sign written on them.
Share Market News

ASX 200 lifts as RBA delivers interest rate relief

| Bernd Struben

ASX 200 investors are celebrating what's only the third RBA interest rate cut since December 2020.

Read more »