Markets
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
Fuel Excise Halved: What Is It and How Will It Help?
The government has cut the fuel excise for the entire the second quarter of 2026. But what is the fuel…
An Outlook on ASX: Ramsay Health Care (RHC)
Business Summary & Overview Ramsay Health Care is a prominent international hospital operator offering acute care, surgical services, mental health…
Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026
The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the…
ASX Weekly Market Wrap
A Bounce, But Not a Clean Recovery Australian equities finally broke their losing streak, with the ASX 200 finishing the…
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Monthly Investor Memo
Delivered Monthly - 2026