Corporate Governance Risk Investors Should Never Ignore
The resignation of KPMG's chief executive following controversy surrounding whistleblower allegations is more than just another corporate leadership story. For investors, it is a reminder…
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What Markets are Telling Investors: AI, US-Iran Deal and Inflation
The ASX 200 closed Wednesday at 8,717.7, up 0.7%, led by real estate, consumer cyclicals and basic materials. Softer Australian…
If You Don’t Understand Petrodollar, You Don’t Understand Money
The petrodollar system helped place and keep the US dollar at the centre of the global economy.
Equities Uncovered Volume 3: ASX and AI Stocks Building Momentum
This week’s edition broadens the lens slightly. Australian small caps still offer some of the market’s most interesting opportunities, particularly…
Why Bond Yields Quietly Determine Everything
From mortgages to markets, bond yields quietly shape the cost of money throughout the global economy.
Markets
Australia’s IPO And Public Markets Are Broken And ASIC Knows It
Australia’s IPO drought may be about more than just current market conditions.
Highlighted Insights
Fact Check: Will The Budget Give The Average Australian $2,800?
The math adds up but the framing, more complicated.
To Understand Money, You Must Understand Bonds
The world’s most important market is also one of its least understood.
Top 10 Largest Private Equity Exits of All Time: Vol. 3
Private equity’s largest exits frequently represent defining moments within their industries, where financial sponsors reshape complex or fragmented businesses into…
Top 10 Largest Private Equity Exits of All Time: Vol. 2
Private equity exits exceeding $20 billion are relatively uncommon and often reshape entire industries. These transactions typically reflect years of…
ASX Weekly Market Wrap
Markets steadied, but conviction still looked thin The Australian sharemarket closed the week modestly higher, with the S&P/ASX 200 finishing…
Featured Investments (Stock Picks)
Xero Limited (ASX: XRO): Investment Analysis and Strategic Outlook
Introduction Xero Limited has become one of the most recognisable names in cloud accounting, and…
Speculative Investment Analysis: Torque Metals (TOR:ASX)
The setup, high beta gold with real leverage Torque Metals is still very much a…
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Nick Scali Investment Analysis (ASX: NCK), ANZ Fortress Meets UK Expansion Challenges
This Nick Scali investment analysis examines one of Australia’s most consistently profitable furniture retailers, a…
ASX REIT Sector Outlook
The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling…
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Gold Price Outlook: Why Gold Is Falling During War as Oil and Rates Take Control
Gold and silver defined the market narrative in 2025. In 2026, that narrative is being tested. Despite rising geopolitical tension…
Elon Musk’s Colossus Deal With Anthropic Could Reshape the AI Infrastructure Stack
Anthropic’s decision to take the full compute capacity of Colossus 1 is not just another AI partnership announcement. It is…
APRA’s Warning: High-Risk Mortgage Lending Is Rising Again
The Australian Prudential Regulation Authority (APRA) has delivered its clearest signal yet that the credit environment is shifting, and that…
Australian Commercial Property Outlook 2026: Have Cap Rates Found Their Floor Amid RBA Cuts and Bond Yield Rebound?
Have Cap Rates Finally Stabilised? The Australian commercial property outlook for 2026 is becoming clearer as cap rates across key…
POSCO MinRes Lithium Deal Signals Shift From China
Mineral Resources (MinRes) struck a $1.2b deal with South Korea's POSCO for a 30% stake in a new JV holding…
Cerebras Systems’ $5.6 Billion IPO: A Defining Moment for AI Infrastructure
Business summary Cerebras Systems is an AI infrastructure company focused on building high-performance computing systems purpose-built for large-scale AI workloads.…
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