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
USA Winemaker to Buy Kirin’s Four Roses Bourbon for Three-Quarters of a Billion?
Sources report that E&J Gallo, an American winemaker, is to acquire Kirin Holding's (Four Roses Bourbon) for a whopping US…
ASX Resources vs Housing in 2026: Where Investors Should Position
The ASX is being pulled in two directions right now. On one side, resource stocks are benefiting from strong commodity…
AI Data Centre Demand Drives Higher Laptop and Smartphone Prices at JB Hi-Fi
JB Hi-Fi has delivered a solid half-year result, but its latest update carried a warning that reaches well beyond retail.…
Global Markets Start Week on Cautious Footing
After a risk-off finish last week, global markets opened the week with caution as investors parsed fresh inflation cues and…
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Monthly Investor Memo
Delivered Monthly - 2026