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
Middle East War: Markets Are Shifting Fast as Oil Spikes and Stagflation Risk Returns
The market is finally starting to treat the Middle East conflict as an economic event, not just a geopolitical one.…
HALO Investing ASX Strategy, Why Heavy Assets Are Back in Focus
One of the more interesting shifts in global markets right now is not about new technology, it is about how…
ASX Sector Rotation: Why Investors Are Moving Beyond Tech Hype and Back Into Real Assets
The ASX Sector Rotation 2026 story is not really about a collapse in tech. It is about investors changing what…
ASX IPO Market 2026: Why Small-Cap Listings Are Back on the Radar
The 3 Things You Need to Know The Comeback is Real: After a multi-year drought, 2025 saw 35 listings—a modest…
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Monthly Investor Memo
Delivered Monthly - 2026