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
Australia Recession Risk 2026: Growth Slows as Pressure Builds
Australia’s economy is not yet in recession. However, the warning signs are becoming harder to ignore. Growth remains positive, unemployment…
Foreign Investment ASX 2026: US Funds Buying Strength, Shorting Weakness
Foreign capital is playing an increasingly influential role in Australian equity markets, with US investors simultaneously accumulating high quality ASX…
Lynas Rare Earths Gains Strategic Boost From US Defence Supply Deal
Western governments are accelerating efforts to secure supply chains for critical minerals, and Australia has become a central player in…
Iron Ore Rally Fades as China Eases Restrictions on BHP Shipments
Iron ore markets have swung sharply in recent days as geopolitical tensions and Chinese policy signals collide, underscoring how sensitive…
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