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 Defence Technology Sector: Counter-Drone Growth and Geopolitical Tailwinds
Global defence spending reached record levels in 2025. With governments allocating roughly US$2.6 trillion to military budgets as geopolitical tensions…
Google Just Issued a 100-Year bond to Fund Next Phase of AI Growth
In a highly unusual move for the corporate debt market, Alphabet, Google's parent company, came to market in February with…
An Outlook on Perseus (ASX: PRU)
Business Description Perseus Mining is an Australia‑listed gold producer, developer, and explorer with a portfolio focused in West Africa. Established…
Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound
Global lithium markets are showing signs of tightening again, and recent developments suggest supply disruptions may be accelerating that shift.…
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Monthly Investor Memo
Delivered Monthly - 2026