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Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
When execution slips, markets stop listening to the gold story and start questioning trust
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Further Analysis & Commentary
Nickel’s Rally Exposes the Fragile Future of Australia’s Producers
Nickel's sudden jump to a 15 month-high has injected a rare dose of optimism into a market that has spent…
Australian Housing Market Breaks Free From Rate Logic as Prices Surge Again
The Australian housing market is entering 2026 with strong momentum despite a year of interest rate cuts that were supposed…
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…
Papua LNG Costs Put Santos at a Crossroads
Santos is approaching a defining moment. the long-delayed Papua LNG project, now carrying a significantly inflated price tag, is edging…
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Monthly Investor Memo
September 2025