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
The Rotation Is Happening, Even If Markets Look Calm
Global equity markets look relatively stable on the surface, but underneath that calm, capital is steadily rotating away from the…
ASX Mining Stocks: Fuel Constraints, Falling Commodities and What Comes Next
Australia’s mining sector is facing a different kind of shock. For most of the past few years, investors have analysed…
Australia’s ETF Boom Has Created a New Problem
Australia’s ETF market has expanded rapidly. There are more than 450 products now listed across the ASX and Cboe Australia,…
ASX M&A Cycle: Why 2026 Could Be A Turning Point
Australia’s Next M&A Cycle Is Quietly Taking Shape Australia’s softer equity market, higher funding costs, and uneven earnings backdrop are…
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