Trends & Themes
ASX Weekly Market Wrap
Market Overview The Australian sharemarket ended another volatile week on the back foot, with the S&P/ASX 200 falling 0.75% on Friday to close at 8,772.3.…
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Further Analysis & Commentary
Is the ASX Dead or Evolving? Public Markets vs Private Capital in 2026
Introduction Debate is intensifying around the future of Australia’s public markets. With 92 new listings and $126.4 billion in capital…
ASX Resources vs Housing in 2026: Where Investors Should Position
The ASX is being pulled in two directions right now. On one side, resource stocks are benefiting from strong commodity…
HBF Launches $25M VC Fund: Australia’s Health Giants Bet Big on Health Tech Innovation
Australia's private health insurers are transforming from passive portfolio players into active venture capitalists. Perth-based HBF led the charge on…
AI Data Centre Demand Drives Higher Laptop and Smartphone Prices at JB Hi-Fi
JB Hi-Fi has delivered a solid half-year result, but its latest update carried a warning that reaches well beyond retail.…
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Monthly Investor Memo
Delivered Monthly - 2026