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
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…
BYD: Positioning and Market outlook
2026 is emerging as a difficult yet pivotal year for BYD, marked by weakening domestic sales, rapid international expansion, and…
WA Hospital Infrastructure Crisis
Ageing Assets Are Becoming an Economic Constraint Western Australia’s state government has released a sobering health infrastructure audit that goes…
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Monthly Investor Memo
Delivered Monthly - 2026