Oakleigh Investment Management Insights
A new era for BHP? Or just a little bit of history repeating?
Twenty years ago, almost to the day, BHP posted a record earnings jump driven by copper.
We found the headline - and what this parallel means for the Oakleigh 18.6 Strategic Investment Portfolio.
It's also why we're watching a few other 2026 headlines very closely.
Are AI Companies in a Giant Race to the Bottom?
What’s the first thing that comes to mind when you think about the “AI technology revolution”?
Large hyperscalers? Applied AI leading to new medical breakthroughs? AI agents doing all your work for you, such as managing your diary, handling client relationships or booking your holidays?
Let us tell you what we think.
We think about… steam railroads.
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