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
Inflation fears are rising fast, but the bond market is not buying the panic
On one side, households are bracing for another cost-of-living hit. Oil prices have surged, the Iran war has pushed energy…
ASX Ceasefire Rally: Why the Market’s Relief Trade Still Looks Fragile
The ASX ceasefire rally is the kind of move investors want to believe in, but probably should not trust too…
Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026
The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the…
Market Outlook: The Shift From Soft Landing to Geopolitical Risk Premium
The Market outlook for April 2026 has changed sharply in the space of a few weeks. What had looked like…
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Monthly Investor Memo
Delivered Monthly - 2026