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 set to rise as Dow Jones hits fresh record high
ASX to rise as S&P 500 nears record and Dow Jones hits record high The ASX is set to open…
Where Does Gold Go From Here? Key Drivers to Watch
Gold prices recently regains momentum as investors reassess the outlook for interest rates, the U.S. dollar and global economic and…
Nickel’s Rally Exposes the Fragile Future of Australia’s Producers
Nickel's sudden jump to a 15 month-high has injected a rare dose of optimism into a market that has spent…
Papua LNG Costs Put Santos at a Crossroads
Santos is approaching a defining moment. the long-delayed Papua LNG project, now carrying a significantly inflated price tag, is edging…
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Monthly Investor Memo
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