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Further Analysis & Commentary
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
AI funding landscape 2026
Anthropic’s $20B Mega Raise, Has the AI Funding Crown Changed Hands? Anthropic has reportedly doubled its latest funding target to…
RBA Rate Rise Looms as Inflation Surges Back Above Target
Inflation Has Re-Entered the Room and the RBA Is Running Out of Cover The Reserve Bank of Australia is rapidly…
ASX IPO outlook 2026, Is it the Year ASX Listings Return?
Australia’s IPO market showed tentative signs of life late in 2025 after several years of subdued activity. Early indicators suggest…
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