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
Australian Venture Capital Secondaries: The Next Liquidity Frontier
Venture capital secondaries are still early in Australia, but the setup is becoming difficult to ignore. Globally, secondary transactions surged…
Card Collecting: An Investment or a Hobby?
The Perception Shift The trading card market has transformed far beyond its origins as a childhood pastime and is now…
IBM: A Potential Victim of Anthropic AI’s Recent Developments?
Anthropic's Recent Developments The developments involving IBM and Anthropic represent more than a temporary market reaction; they signal a deeper…
Nvidia AI Outlook: Can the Chip Giant Sustain Its Dominance?
Nvidia remains at the centre of the artificial intelligence boom, but markets are beginning to question how much further the…
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Monthly Investor Memo
Delivered Monthly - 2026