Market Overview
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
Interest Rate Shifts and Their Impact on Australian Home Loans and Credit Market
In 2025, Australia’s housing and credit markets are navigating a period of heightened complexity as the Reserve Bank of Australia…
Grasberg Mine Disaster Sends Shockwaves Through Global Copper Market
On September 8, 2025, a catastrophic mudflow at Freeport-McMoRan’s Grasberg mine in Indonesia, the world’s second-largest copper producer, claimed two…
How ESG Investing is Driving Venture Capital Decisions Down Under
In recent years, Environmental, Social, and Governance (ESG) considerations have become pivotal in shaping venture capital (VC) investment strategies in…
Socials
Monthly Investor Memo
September 2025