Trends & Themes
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
When execution slips, markets stop listening to the gold story and start questioning trust
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Further Analysis & Commentary
AI Euphoria vs Risk Control: What It Means For Investors
AI rally risk management: Top Australian fund managers are trimming high-beta technology exposure as AI-linked gains propel global indices but…
ASX Metals Rally: Copper and Gold Carry The Index as Tech Slips
ASX metals rally outlook: The S&P/ASX 200 pushed to a fresh intraday high near 9020 before easing to a modest…
AGL’s Pottinger Wind Farm Greenlighted: A $2Bn Bet That Could Redefine Australia’s Energy Investment Landscape
In a week that underscores Australia’s accelerating commitment to the energy transition, Environment Minister Murray Watt has given the green…
Australia’s Regulatory Overhaul: A Turning Point for M&A Activity Amidst Telecom Crisis
In a week marked by significant developments, Australia’s business landscape has been reshaped by a series of events that underscore…
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Monthly Investor Memo
September 2025