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 IPO Market 2026: Why Small-Cap Listings Are Back on the Radar
The 3 Things You Need to Know The Comeback is Real: After a multi-year drought, 2025 saw 35 listings—a modest…
ASX REIT Sector Outlook
The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved…
ASX Weekly Market Wrap
Markets Are Rolling Over, But the Rotation Matters More Australian equities have now extended their losing streak to four straight…
The Rotation Is Happening, Even If Markets Look Calm
Global equity markets look relatively stable on the surface, but underneath that calm, capital is steadily rotating away from the…
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Monthly Investor Memo
Delivered Monthly - 2026