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
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
The sharp sell-off in Northern Star Resources this week had little to do with the gold price and far more…
Markets Rebound as Trump Softens Tariff and Greenland Rhetoric
Global markets snapped back on Thursday as investors started winding back a fast-built risk-off trade after US President Donald Trump…
ASX Stocks 2026: High-Quality Names to Watch This Year
After a volatile start to 2026, investors are being forced to rethink what "quality" really means. The past few years…
Sell America Trade: Why Markets Are Repricing US Political Risk
Financial markets don't usually panic quietly. When investors get nervous, they tend to follow a familiar pattern playbook: sell shares,…
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