Complimentary
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 a strong comeback in 2026,…
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Further Analysis & Commentary
Markets Slide as Wall Street Reopens Amid Tariff Threats
With US markets back open after the long weekend, investors delivered a clearer verdict on President Donald Trump’s latest tariff…
Business Credit Surge Flags Capex Confidence Heading Into 2026
Australian businesses closed out 2025 with a notable lift in financial confidence, as business credit demand rose 5.1% year on…
BHP’s China Standoff Exposes the Cost of Its Long-Term Strategy
BHP's latest quarterly update landed with an uncomfortable mix of short-term pain and long-term conviction. The world's largest miner confirmed…
BYD: Positioning and Market outlook
2026 is emerging as a difficult yet pivotal year for BYD, marked by weakening domestic sales, rapid international expansion, and…
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Monthly Investor Memo
Delivered Monthly - 2026