Economy
Why Hedge Funds Are Thriving Again in 2026
After years of underwhelming performance, hedge funds are undergoing a meaningful revival, with 2025 and early 2026 representing their most robust period of alpha generation…
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Further Analysis & Commentary
The new wave of ex dividend stocks in April, where income still matters in a volatile market
A fresh wave of income April 2026 is shaping up as one of the busier ex dividend periods of the…
5 Quality Value ASX Stocks in a Market That Still Looks Mispriced
Summary This weeks ASX stocks in focus setup starts with a simple observation: the Australian market is not broadly cheap,…
The War Premium Is Cracking, but the Market Still Doesn’t Trust Peace
The trigger was oil. Brent crude fell more than 13 per cent after the announcement of a two-week US-Iran ceasefire…
SpaceX, OpenAI and Anthropic Could Define the Next IPO Cycle, and Test the Limits of the AI Boom
The next great IPO wave The next IPO cycle is shaping as something bigger than a typical listing window, with…
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Monthly Investor Memo
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