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…

Ankit Tadanki
6 Min Read

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Further Analysis & Commentary

ASX Defence Technology Sector: Counter-Drone Growth and Geopolitical Tailwinds

Global defence spending reached record levels in 2025. With governments allocating roughly US$2.6 trillion to military budgets as geopolitical tensions…

Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound

Global lithium markets are showing signs of tightening again, and recent developments suggest supply disruptions may be accelerating that shift.…

ASX Inverse ETFs: Using BBUS and BEAR to Hedge Market Risk

Inverse exchange traded funds have become increasingly popular with Australian investors searching for ways to manage portfolio risk without using…

ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy

In this weeks ASX stocks in focus series: Financial markets are entering a phase where macro forces matter again. For…

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