Opinion & Commentary
Nestle selling €5bn water division; Rothschild to run the sale
Nestlé SA is moving ahead with plans to sell a stake in its €5 billion ($5.8 billion) water division, which includes well‑known brands such as Perrier and…
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Further Analysis & Commentary
EB Games Closures: What will GameStop do next?
EB Games has been at the forefront of pop culture and video game retail primarily across Australia and New Zealand…
Sell America Trade: Why Markets Are Repricing US Political Risk
Financial markets don't usually panic quietly. When investors get nervous, they tend to follow a familiar pattern playbook: sell shares,…
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…
AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…
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Monthly Investor Memo
September 2025