Trends & Themes
Equities Uncovered Volume 4: Three ASX Small Caps Building Momentum Beneath the Surface
Welcome back to Equities Uncovered! This week’s selection spans healthcare technology, mining, and software. While the businesses operate in very different industries, they share one…
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Further Analysis & Commentary
Anthropic is opening in Australia, but the real story is what it still has not committed to
Anthropic’s first major move in Australia is not a data centre announcement. It is a commercial appointment. That is the…
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…
ASX Weekly Market Wrap
Global strength, local hesitation Australian markets traded in a tighter, more cautious range through 20 to 24 April 2026, and…
Why the ASX Is Falling While Global Markets Soar
Overnight, US markets and several global indices pushed into fresh record territory, supported by easing geopolitical tension, a softer oil…

Monthly Investor Memo
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