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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A sharp rebound in the Australian sharemarket may not be driven by improving fundamentals alone. It may be driven by…
Global equity markets look relatively stable on the surface, but underneath that calm, capital is steadily rotating away from the…
Australia’s mining sector is facing a different kind of shock. For most of the past few years, investors have analysed…
The Australian market is dealing with two forces at once. The first is a renewed inflation shock from energy, driven…

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