Trends & Themes
Why Hedge Funds Are Thriving Again in 2026
After years of underwhelming performance, hedge funds are undergoing a meaningful revival, with 2025 and early 2026 representing their most robust period of alpha generation…
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Further Analysis & Commentary
Capital Raises on the ASX: How Smart Investors Read Them
Capital raises sit at the core of how ASX-listed companies survive and grow, particularly across mining, biotech, and tech where…
Why data centres are becoming the ASX’s new growth engine
Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…
This Month in Venture Capital
What’s Driving Venture Capital in 2026 Venture capital in April 2026 is being shaped by one dominant force, AI is…
Why ASX tech stocks are surging again after a brutal 2025
The case for why ASX tech stocks are surging again starts with one simple fact: the market has already done…
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Monthly Investor Memo
Delivered Monthly - 2026