Event-Driven Reports
ASX Mining Services Sector Analysis
The sector investors are starting to view differently The ASX mining services sector sits at the centre of Australia’s resources economy, but it remains misunderstood…
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Further Analysis & Commentary
The new wave of ex dividend stocks in April, where income still matters in a volatile market
A fresh wave of income April 2026 is shaping up as one of the busier ex dividend periods of the…
SpaceX, OpenAI and Anthropic Could Define the Next IPO Cycle, and Test the Limits of the AI Boom
The next great IPO wave The next IPO cycle is shaping as something bigger than a typical listing window, with…
Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026
The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the…
ASX REIT Sector Outlook
The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved…
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Monthly Investor Memo
Delivered Monthly - 2026