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
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
AI funding landscape 2026
Anthropic’s $20B Mega Raise, Has the AI Funding Crown Changed Hands? Anthropic has reportedly doubled its latest funding target to…
ASX IPO outlook 2026, Is it the Year ASX Listings Return?
Australia’s IPO market showed tentative signs of life late in 2025 after several years of subdued activity. Early indicators suggest…
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…
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Monthly Investor Memo
Delivered Monthly - 2026