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Bernd Struben

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

A young woman sits at her desk in deep contemplation with her hand to her chin while seriously considering information she is reading on her laptop
Ask a Fund Manager

This little-known ASX share offers 'inflation protection at a reasonable price': fund manager

| Bernd Struben

The retail sector has been mispriced by the market with quality retail players priced for a depression-like environment.

Read more »

Sad shopper on the ground with shopping bags.
BNPL shares

Are other ASX BNPL shares at risk of going down the same path as Openpay?

| Bernd Struben

Like most ASX BNPL shares, Openpay stock rocketed higher in the early months of the market’s meteoric pandemic rebound.

Read more »

A smiling woman looks at her phone as she walks with her suitcase inside an airport.
Travel Shares

Buy Flight Centre shares now for 13% upside: Macquarie

| Bernd Struben

Flight Centre says it's completed the acquisition of United Kingdom-based luxury leisure travel business Scott Dunn.

Read more »

Woman on her laptop thinking to herself.
Dividend Investing

Should I buy CBA shares for 2023 dividend potential?

| Bernd Struben

Atop the potential for share price growth, CBA stock is also popular among income investors.

Read more »

Falling ASX share price represented by young male investor sitting sadly in front of a laptop.
Earnings Results

ASX 200 listed Amcor shares tumble despite increased earnings and dividends

| Bernd Struben

Amcor returned some $400 million to shareholders through dividends and share repurchases in the first half of the 2023 financial…

Read more »

A woman looks in anticipation at her laptop, watching eagerly.
Resources Shares

Fortescue share price edges higher on 'potentially massive' news

| Bernd Struben

Fortescue is committed to using its scale and expertise to help heavy industry combat climate change.

Read more »

A woman is unsure as she pours milk into a glass, has it gone sour?
Consumer Staples & Discretionary Shares

The A2 Milk share price has lagged the ASX 200 in 2023. Time to pour in?

| Bernd Struben

Spheria Asset Management has a bullish outlook for A2 Milk shares.

Read more »

A woman wearing glasses and a black top smiles broadly as she stares at a money yarn full of coins representing the rising JB Hi-Fi share price and rising dividends over the past five years
Ask a Fund Manager

Two 'attractive' ASX shares set to outperform in 2023: fund manager

| Bernd Struben

Smaller ASX shares are an asset class with a well-documented history of strong outperformance during market recoveries.

Read more »

A man sits uncomfortably at his laptop computer in an outdoor location at a table with trees in the background as he clutches the back of his neck with a wincing look on his face.
Economy

ASX 200 falls following ninth consecutive RBA interest rate hike

| Bernd Struben

With inflation still running high, the RBA increased the official cash rate by another 0.25%, bringing the interest rate to…

Read more »

Oil miner holding a laptop and mobile phone looks at his phone and sees the falling oil price and falling Woodside share price
Energy Shares

Why the Woodside share price could leap higher in 2023

| Bernd Struben

There are numerous factors that will impact the performance of the Woodside share price in the year ahead. Chief among…

Read more »

Portrait of Adam Lund, analyst, head of trading & co-founder, Spheria Asset Management.
Ask a Fund Manager

Why this ASX 200 share has 'great further upside potential' in 2023: fund manager

| Bernd Struben

There are phenomenal opportunities for investors applying disciplined fundamental analysis to build exposure to great smaller ASX shares before the…

Read more »

Cybersecurity professional man inspects server room and works on ipad
ETFs

Cybersecurity spending is rocketing in 2023. Here's why this ASX ETF might benefit

| Bernd Struben

The ASX ETF offers investors exposure to 36 large-cap global cybersecurity stocks, predominantly listed in the United States.

Read more »

red percentage sign with man looking up which represents high interest rates
Share Market News

More rate hikes ahead? What can ASX 200 investors expect from the RBA tomorrow?

| Bernd Struben

With inflation running hot, the RBA lifted the official cash rate from the all-time low of 0.10% to the still…

Read more »

A young investor working on his ASX shares portfolio on his laptop
Resources Shares

Rio Tinto shares: Buy, hold or fold in February?

| Bernd Struben

ASX 200 investors who bought Rio Tinto shares on 1 November have seen the miner’s stock soar by more than…

Read more »

Stock market crash concept of young man screaming at laptop on the sofa.
Earnings Results

Nick Scali share price plummets despite 70% profit boost

| Bernd Struben

Nick Scali posted a big profit boost for the half year but said it was too difficult to provide specific…

Read more »

Happy woman miner with her thumb up signalling Wyloo's commitment to back IGO's takeover of Western Areas nickel
Dividend Investing

Why BHP shares are poised to continue delivering strong dividends in 2023: expert

| Bernd Struben

At Monday’s opening price, BHP shares pay a noteworthy 9.3% trailing dividend yield, fully franked.

Read more »

a man wearing a gold shirt smiles widely as he is engulfed in a shower of gold confetti falling from the sky. representing a new gold discovery by ASX mining share OzAurum Resources
Gold

The gold price is near 9-month highs. Could these ASX 200 mining stocks be set to soar?

| Bernd Struben

Gold miners’ all in sustaining costs are essentially fixed, regardless of the price they receive for the precious metal.

Read more »

A woman steps into a friend's umbrella after hers blows away.
Financial Shares

IAG share price sinks 5% as New Zealand flood claims pour in

| Bernd Struben

IAG released an update on the New Zealand floods and unaudited half year financial estimates.

Read more »

a man in a shirt and tie looks to the horizon holding his hand above his eyes as if to shield the sun so he can see better.
Ask a Fund Manager

Investing in ASX 200 dividend shares? Here's what to look for in 2023: fund manager

| Bernd Struben

Despite the naysayers, Australian miners have continued to deliver strong dividends.

Read more »

A man sits in despair at his computer with his hands either side of his head, staring into the screen with a pained and anguished look on his face, in a home office setting.
Earnings Results

ASX 200 stock Pinnacle dives 7% on earnings miss

| Bernd Struben

The ASX 200 financial stock is under selling pressure today after seeing profits and earnings slip during the half year.

Read more »

A woman wearing yellow smiles and drinks coffee while on laptop.
Resources Shares

ASX 300 uranium Deep Yellow share just surged 7%. Here's why

| Bernd Struben

The ASX 300 uranium miner is drawing plenty of investor interest today.

Read more »

A group of office workers pump the air to celebrate
Share Market News

The ASX 200 jumped 6% in January. Analysts reveal what this could mean for the rest of 2023

| Bernd Struben

January’s strong performance on the ASX 200 has been driven by a resilient Australian economy and early signs that inflation…

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Group of people cheer around tablets in office
Technology Shares

3 ASX 200 tech shares going gangbusters on Thursday

| Bernd Struben

The ASX tech sector is leading the charge higher today.

Read more »

A young boy in a business suit lifts his glasses above his eyes and gives a big wide mouthed smile to the camera with a stock market board in the background.
Share Market News

ASX 200 leaps ahead on subdued Federal Reserve interest rate hike

| Bernd Struben

The latest push higher for the ASX 200 comes with a hearty thanks to the United States Federal Reserve.

Read more »

Portrait of Don Hamson, managing director at Plato Investment Management.
Ask a Fund Manager

Two 'top prospect' ASX 200 dividend shares for 2023 revealed: fund manager

| Bernd Struben

Investors should always be thinking about future dividend payouts and the ongoing strength of companies and sectors.

Read more »

Gold nuggets with a share price chart.
Gold

Investing in ASX 200 gold shares? Here's what to expect from the yellow metal in 2023

| Bernd Struben

2022 saw global central banks boost their gold purchases by a whopping 150% year on year.

Read more »

oil and gas worker checks phone on site in front of oil and gas equipment
Energy Shares

Looking to buy Woodside shares? You might want to read this

| Bernd Struben

The ASX 200 oil and gas company’s lengthy legal stoush with unions over collective bargaining rights looks to have come…

Read more »

Man pointing at a blue rising share price graph.
Resources Shares

ASX 300 lithium share Argosy Minerals soars 6% on imminent production

| Bernd Struben

Argosy Minerals is poised to become only the second ASX listed commercial scale lithium carbonate producer.

Read more »

a man in a high visibility vest and hard hat holds a thumbs up at a mine site with heavy equipment in the background.
Earnings Results

ASX 200 lithium share Sayona Mining leaps on strong quarterly

| Bernd Struben

The ASX 200 lithium share hasn’t thrown in the towel on gold exploration.

Read more »

A girl runs with model plane in a park with her parents in the background lying on the grass watching her.
Travel Shares

Flight Centre share price rockets 15% as ASX 200 travel stock resumes trading

| Bernd Struben

The ASX 200 travel stock was placed in a trading halt yesterday pending its $180 million share placement.

Read more »

a man wearing spectacles has a satisfied look on his face as he appears within a graphic image of graphs, computer code and technology related symbols while he concentrates on a computer screen
Technology Shares

Should I buy ASX 200 tech shares in early 2023 or wait?

| Bernd Struben

Companies priced with future earnings in mind, like most ASX 200 tech shares, are highly sensitive to interest rates.

Read more »

Team celebrating corporate success screaming with joy.
Bank Shares

CBA share price hits new record high again on Tuesday

| Bernd Struben

CBA has benefited from a series of interest rate hikes over the past half year.

Read more »

an elderly man holds his chin in concern as he looks at his computer screen.
Energy Shares

Worried about where ASX 200 oil stocks are heading? Read this

| Bernd Struben

The International Energy Agency has recommended that no new oil and gas projects should be approved.

Read more »

a mine worker holds his phone in one hand and a tablet in the other as he stands in front of heavy machinery at a mine site.
Earnings Results

ASX 200 lithium share IGO slips despite record half-year profits and dividends

| Bernd Struben

IGO reported record half-year production and earnings at its Greenbushes project.

Read more »

a group of business people in business attire join their hands in the middle of a circle in a team celebration as they smile broadly in celebration of a milestone event.
Share Market News

Core Lithium shares led the charge on this trading platform in 2022. Can you guess the other top stocks?

| Bernd Struben

65% of investors bought Core Lithium shares on the Stake platform in 2022 while 35% were sellers.

Read more »

Female oil rig worker wearing high vis vest, red gloves and hardhat smiles at camera with a green painted oil rig in the background
Energy Shares

Investing in ASX 200 energy shares? Here's why the oil price may already have hit its 2023 lows

| Bernd Struben

Following Russia’s invasion of Ukraine, crude oil prices rocketed before retracing in the second half of 2022.

Read more »

Woman thinking in a supermarket.
Consumer Staples & Discretionary Shares

Should I buy Woolworths shares for 2023 or not?

| Bernd Struben

High inflation and interest rates are likely to put pressure on discretionary stocks as 2023 unfolds.

Read more »

A man holds his hand under his chin as he concentrates on his laptop screen and reads about the ANZ share price
Financial Shares

Why is the IAG share price tumbling 4% on Monday?

| Bernd Struben

The ASX 200 insurance giant operates the AMI, State and NZI brands in New Zealand.

Read more »

Happy woman miner with her thumb up signalling Wyloo's commitment to back IGO's takeover of Western Areas nickel
Earnings Results

Core Lithium share price marches higher as key quarterly milestones achieved

| Bernd Struben

The miner remains on schedule for production of its first spodumene concentrate in the first half of 2023.

Read more »

A senior investor wearing glasses sits at his desk and works on his ASX shares portfolio on his laptop.
Resources Shares

Why is the BHP share price slipping on Monday?

| Bernd Struben

New South Wales want thermal coal producers to set aside 10% of their annual production for the state’s coal-fired power…

Read more »