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
ASX Set to Rise as Wall Street Rally Lifts Risk Appetite
Australian equities are poised to open stronger on Thursday after Wall Street extended its recovery, supported by renewed confidence that…
Global Markets Outlook: A Soft Landing Is Priced, But 2026 Risks Aren’t
Financial markets are ending 2025 in a strangely comfortable place: equities near highs, bond yields off their peaks, gold breaking…
RBA Rate Hike Risk Revived by Hot Inflation as Markets Rapidly Reprice
The Reserve Bank of Australia may not be finished with tightening after all. A stronger-than-expected inflation print has forced economists,…
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
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Monthly Investor Memo
September 2025