Opinion & Commentary
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
ASX M&A Cycle: Why 2026 Could Be A Turning Point
Australia’s Next M&A Cycle Is Quietly Taking Shape Australia’s softer equity market, higher funding costs, and uneven earnings backdrop are…
Australian Venture Capital Secondaries: The Next Liquidity Frontier
Venture capital secondaries are still early in Australia, but the setup is becoming difficult to ignore. Globally, secondary transactions surged…
IBM: A Potential Victim of Anthropic AI’s Recent Developments?
Anthropic's Recent Developments The developments involving IBM and Anthropic represent more than a temporary market reaction; they signal a deeper…
BHP Rio CEO Strategy: Insider Appointments Signal Confidence
When BHP Group and Rio Tinto appoint long serving insiders as chief executives at the same time, it sends a…
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Monthly Investor Memo
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