By Focus
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
Hims & Hers and the AUD $1.6 Bn Eucalyptus Deal
Eucalyptus: Business Description and Overview Eucalyptus is a Sydney‑based direct‑to‑consumer telehealth company that operates several targeted digital health clinics. Each…
Perpetual Ends Break-Up Battle With $500m Wealth Sale to Bain Capital
After nearly two and a half years of strategic reviews, takeover speculation and restructuring plans, Perpetual Limited has taken a…
Lynas Rare Earths Gains Strategic Boost From US Defence Supply Deal
Western governments are accelerating efforts to secure supply chains for critical minerals, and Australia has become a central player in…
Google Just Issued a 100-Year bond to Fund Next Phase of AI Growth
In a highly unusual move for the corporate debt market, Alphabet, Google's parent company, came to market in February with…
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Monthly Investor Memo
Delivered Monthly - 2026