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Why The AI Boom Is Worse Than The Dot-Com
The technology may be revolutionary. The investment case is far less certain.
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Further Analysis & Commentary
BlackRock vs. Blackstone: Same Size, Different Economics
At first glance, BlackRock and Blackstone seem almost indistinguishable. Their names are frequently mixed up, their visual branding carries a…
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging…
Why Hedge Funds Are Thriving Again in 2026
After years of underwhelming performance, hedge funds are undergoing a meaningful revival, with 2025 and early 2026 representing their most…
ASX Weekly Market Wrap
Global strength, local hesitation Australian markets traded in a tighter, more cautious range through 20 to 24 April 2026, and…
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Monthly Investor Memo
Delivered Monthly - 2026