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: Why the Odds are Rising
Summary Australia's recession risk The best way to think about Australia's recession risk in April 2026 is this: the economy…
PEXA short interest ASX: why traders are targeting the stock and what it signals for other ASX shorts
PEXA’s short-interest shock PEXA (ASX: PXA) has moved firmly into the short-sell spotlight, with the stock hit by a sharp…
ASX Critical Minerals Processing Sector Deep Dive
Australia’s push into critical minerals processing is no longer just a policy narrative, it is becoming a capital markets story…
ASX Weekly Market Wrap
Australian markets spent the week in a genuine tug of war, with a softer oil backdrop, a fragile Iran ceasefire,…
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Monthly Investor Memo
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