Global Markets
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
ASX M&A Cycle: Why 2026 Could Be A Turning Point
Australia’s Next M&A Cycle Is Quietly Taking Shape Australia’s softer equity market, higher funding costs, and uneven earnings backdrop are…
Australian Gas Prices: Why Domestic Costs Haven’t Followed LNG Spike
Australia’s gas market is facing a familiar test. Global prices are surging on the back of geopolitical conflict, yet domestic…
ASX Weekly Market Wrap
Energy Surge, Iran Conflict and Market Selloff Australian equities slipped for a third consecutive week. The ASX 200 fell 2.19%,…
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…
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Monthly Investor Memo
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