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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 man wearing a shirt, tie and hard hat sits in an office and marks dates in his diary.
Resources Shares

IGO share price slides as fire incident overshadows commercial lithium production milestone

| Bernd Struben

Most lithium stocks are gaining today on news that China is rolling back its zero COVID policies.

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a man in a shirt and tie holds his chin in thoughtful contemplation and looks skywards as if thinking about something while a graphic of a road with many ups and downs unfurls behind him.
Energy Shares

What happened with the Woodside share price in November?

| Bernd Struben

The first part of November saw the Woodside share price largely trending higher, while shares dipped over the latter weeks.

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Dividend Investing

These 3 ASX 200 dividend shares led the pack in November. Here's why

| Bernd Struben

The Holy Grail for an ASX 200 dividend share is not only one that pays a reliable dividend, but also…

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A business woman looks unhappy while she flies a red flag at her laptop.
Retail Shares

Is this a red flag for Wesfarmers shares?

| Bernd Struben

If you’ve done any shopping over the past year, there’s a good change you shopped at one of Wesfarmers many…

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An industrial warehouse manager sits at a desk in a warehouse looking at his computer while the Centuria Industrial share price rises
REITs

Buy this cheap ASX 200 share with 'the best property balance sheet on the market': fundie

| Bernd Struben

Fast rising interest rates have thrown up some stiff headwinds for ASX property stocks in 2022, potentially bringing them down…

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A group of people in suits and hard hats celebrate the rising share price with champagne.
Resources Shares

The ASX 200 gained 6% in November. Here's how these 3 ASX mining shares smashed those returns

| Bernd Struben

Lithium, gold, silver, copper… Investors rewarded the ASX miners for their highly promising exploration results.

Read more »

A coal miner wearing a red hard hat holds a piece of coal up and gives the thumbs up sign in his other hand
Energy Shares

On the back of a cracking year, these 3 ASX 200 coal shares soared again in November

| Bernd Struben

Thermal coal prices continued to trade near all-time highs in November.

Read more »

A woman looks towards the sky and the future.
Economy

Investing in ASX shares? Here's what the experts expect for RBA rate hikes in 2023

| Bernd Struben

When the RBA raised the cash rate to 0.35% in May, it represented the first rate hike since November 2010.

Read more »

Three miners stand together at a mine site studying documents with equipment in the background
Resources Shares

Can you guess which 3 ASX 200 lithium shares led the charge in November?

| Bernd Struben

The big lithium players enjoyed a strong start to November. And then this happened.

Read more »

A man in a business suit wearing boxing gloves slumps in the corner of a boxing ring representing the beaten-up Zip share price in recent times
Cryptocurrencies

The Bitcoin price got hammered in November. Here's why

| Bernd Struben

There was plenty of the crypto’s characteristic volatility on display last month.

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A businessman stacks building blocks.
BNPL shares

Why is the Block share price skyrocketing today?

| Bernd Struben

Block, which acquired Afterpay in January, is dual listed with shares trading on both the ASX and the NYSE.

Read more »

Three children wearing athletic short and singlets stand side by side on a running track wearing medals around their necks and standing with their hands on their hips.
Bank Shares

The 3 best-performing ASX 200 bank shares in November revealed

| Bernd Struben

The majority of the ASX 200 bank share prices lost ground in November. But not these three...

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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.
Materials Shares

Why has the Core Lithium share price crashed 30% in 12 days?

| Bernd Struben

Investors in ASX lithium stocks are keeping a close eye on the developments in China.

Read more »

A young female investor sits in her home office looking at her ipad and smiling as she sees the QBE share price rising
Economy

ASX 200 lifts on lower-than-forecast inflation data

| Bernd Struben

Inflation in Australia remains high, but it appears to be slowing.

Read more »

Person with thumbs down and a red sad face poster covering the face.
Energy Shares

The Woodside share price has dropped for 5 days in a row. What's going on?

| Bernd Struben

Unless there’s an afternoon reversal in the selling trend, today will mark the fifth consecutive day of losses for the…

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a miner with a green hard hat stands in front of a piece of heavy mining equipment.
Resources Shares

Why is the Rio Tinto share price marching higher again today?

| Bernd Struben

ESG focused investors will likely applaud Rio Tinto’s new investment plans in the Pilbara.

Read more »

Worker inspecting oil and gas pipeline.
Energy Shares

Is OPEC about to give ASX 200 energy shares a boost?

| Bernd Struben

As global growth slows, oil supplies are looking plentiful. Perhaps too plentiful for some.

Read more »

Three satisfied miners with their arms crossed looking at the camera proudly
Resources Shares

Here's what's boosting these ASX 200 mining giants today

| Bernd Struben

The ASX miners often rise and fall on news out of China. Today looks to be no exception.

Read more »

Two happy scientists analysing test results.
Healthcare Shares

CSL share price 'ticks all the defensive boxes': fundie

| Bernd Struben

CSL’s plasma business operates one of the largest plasma collection networks in the world.

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Man looks shocked as he works on laptop on top a skyscraper with stockmarket figures in graphic behind him.
Technology Shares

This ASX share is down 76% in 2022, and a director just scooped up 500,000 of them

| Bernd Struben

If the beaten down company can turn its fortunes around, this executive may have bagged a bargain.

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Three miners stand together at a mine site studying documents with equipment in the background
Resources Shares

Is China responsible for decimating your ASX 200 lithium shares?

| Bernd Struben

There are three broad reasons analysts are pointing to China for dampening the shorter-term outlook for lithium prices and hence…

Read more »

a woman wearing a sparkly strapless dress leans on a neat stack of six gold bars as she smiles and looks to the side as though she is very happy and protective of her stash. She also has gold fingernails and gold glitter pieces affixed to her cheeks.
Gold

The Northern Star share price has soared 18% so far in November. What now?

| Bernd Struben

It’s been a good month for most ASX gold miners, buoyed by a 5.8% rise in the price of bullion…

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A woman in a business suit sits at her desk with gold bars in each hand while she kisses one bar with her eyes closed. Her desk has another three gold bars stacked in front of her. symbolising the rising Northern Star share price
Gold

Up 30% in a month, why the Evolution Mining share price can keep climbing: expert

| Bernd Struben

It’s been a solid month for ASX gold stocks overall, with the S&P/ASX All Ordinaries Gold Index (ASX: XGD) gaining…

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a man with a hard hat and high visibility vest stands with a clipboard and pen in front of a large pile of rock at a mining site.
Energy Shares

New Hope shares have soared 152% in 2022. Is it time to cash in?

| Bernd Struben

Even after this year’s huge share price rally, New Hope still pays a trailing dividend yield of 15%, fully franked.

Read more »

A young woman standing outside while holding her red umbrella in the rain.
Share Market News

3 ASX 200 shares to weather the inflation storm: fundie

| Bernd Struben

The ASX 200 shares that outperformed during the COVID recovery years may not deliver that same strong performance in the…

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A woman sits at her computer with her hand to her mouth and a contemplative smile on her face as she reads about the performance of Allkem shares on her computer
Energy Shares

Could this new UK plan help boost ASX uranium shares in 2023?

| Bernd Struben

Australia holds the world’s largest proven uranium reserves.

Read more »

Woman looking at her smartphone and analysing share price.
Share Market News

Vulcan share price gains on lithium project update

| Bernd Struben

Vulcan’s combined geothermal energy and lithium resource is the largest in Europe.

Read more »

A businessman points a finger in accusation, indicating a share price or ASX company in trouble
Travel Shares

Own Qantas shares? Guess what the airline is being accused of now

| Bernd Struben

Inflation and soaring jet fuel costs are impacting airlines across the world.

Read more »

A young male worker climbs a ladder.
Share Market News

Could this beaten-down ASX 200 share be packing nearly 20% upside now?

| Bernd Struben

Investors may be reanalysing the outlook for the ASX 200 stock following an earnings update and contract renewal announcement on…

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Three miners stand together at a mine site studying documents with equipment in the background
Resources Shares

Here's why ASX 200 lithium shares are ending the week with a fizzle

| Bernd Struben

All of the big lithium stocks closed in the red yesterday. And today those losses are mounting.

Read more »

Happy coal miner.
Energy Shares

What's happening with ASX 200 coal shares this week?

| Bernd Struben

Atop strongly outperforming capital gains, the ASX 200 coal shares trade at some highly attractive trailing dividend yields.

Read more »

Two smiling men in high visibility vests and yellow hardhats stand side by side with a large mound of earth and mining equipment behind them smiling as the Carnaby Resources share price rises today
Resources Shares

If I'd bought $5,000 of Core Lithium shares at the start of this financial year, guess how much I'd have now?

| Bernd Struben

Core Lithium has been a major beneficiary of soaring demand for lithium, which has sent prices for the battery critical…

Read more »

Rising price of gold represented by a share price chart and gold bars.
Gold

What this new central bank record could mean for ASX 200 gold shares

| Bernd Struben

The world’s central banks together already hold some 20% of all the gold ever mined.

Read more »

A man sits in contemplation on his sofa looking at his phone as though he has just heard some serious or interesting news.
Healthcare Shares

Could this ASX 200 share be in for a $1.7 billion boost?

| Bernd Struben

The ASX 200 healthcare stock is reported to be considering selling some high value assets.

Read more »

A group of people in suits and hard hats celebrate the rising share price with champagne.
Gold

Evolution share price leaps as ASX 200 miner reports 'outstanding' new copper-gold find

| Bernd Struben

The exploratory drilling program at Evolution’s Ernest Henry mine is ongoing.

Read more »

a man in a green and gold Australian athletic kit roars ecstatically with a wide open mouth while his hands are clenched and raised as a shower of gold confetti falls in the sky around him.
Technology Shares

Why is the Pointsbet share price smashing the ASX All Ords today?

| Bernd Struben

Pointsbet shares have been under pressure in 2022, but are strongly outperforming the benchmark today.

Read more »

person sitting at outdoor table looking at mobile phone and credit card.
BNPL shares

Could increased BNPL regulation be a positive for Zip shares?

| Bernd Struben

The buy now, pay later stock is in the spotlight as increased federal regulation of the sector looks increasingly likely.

Read more »

A male investor sits at his desk looking at his laptop screen with his hand to his chin pondering whether to buy Origin shares
Ask a Fund Manager

Why ASX shares in these sectors should outperform in 2023 while these are ones to avoid: fund manager

| Bernd Struben

We may not be at the bottom, but we’re not at the top either. So, start to look out for…

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A man watches the share price movement closely.
Ask a Fund Manager

4 quality, undervalued ASX 200 shares in an earnings upgrade cycle revealed: fund manager

| Bernd Struben

"Like everything, we don't want to buy companies just because they have exposure to lithium. We want more to the…

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A man sits in deep thought with a pen held to his lips as he ponders his computer screen with a laptop open next to him on his desk in a home office environment.
Materials Shares

The Core Lithium share price has tanked 25% in a week. What's going on?

| Bernd Struben

The Core Lithium share price has been on quite a rollercoaster over the past six trading days.

Read more »