Trends & Themes
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
A thematic look at companies positioned for the next market cycle.
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Further Analysis & Commentary
This Month in Startups: Australia vs the US Venture Market
March 2026 is proving to be a revealing month for global startup investment, with Australia and the United States presenting…
Oil Price Surge Toward $120 Sparks Global Market Sell-Off
A sharp surge in oil prices has sent shockwaves through global financial markets, reminding investors how quickly geopolitical risk can…
ASX Healthcare Sector Outlook: Resilience Amid Headwinds
The ASX healthcare sector endured a difficult 2025. The S&P/ASX 200 Healthcare Index fell roughly 25% as post-pandemic normalization collided…
Barrenjoey Magellan $10bn Merger: Wealth Management Giant Reshapes Australian Finance
Market Chaos Frames a Transformational Deal The Barrenjoey Magellan merger lands at a volatile moment for global markets, with oil…
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