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
Retrospective CGT risk, why Australia’s tax shift could reshape capital flows
What the CGT change actually means At its core, the proposal targets how foreign residents are taxed on gains from…
Australia Recession Risk 2026: Why the Odds are Rising
Summary Australia's recession risk The best way to think about Australia's recession risk in April 2026 is this: the economy…
PEXA short interest ASX: why traders are targeting the stock and what it signals for other ASX shorts
PEXA’s short-interest shock PEXA (ASX: PXA) has moved firmly into the short-sell spotlight, with the stock hit by a sharp…
What’s Moving Markets This Week? And Where to Look Next
Summary Last week’s rally was real, but it was built on a ceasefire that now looks fragile. Reuters reported Brent…
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Monthly Investor Memo
Delivered Monthly - 2026