Financials
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
US Treasury Yields Outlook: Inflation Fears and War Shakes the Bond Market
For much of 2026, the playbook in bond markets looked relatively straightforward. Investors could collect yields of roughly 4 per…
Barrenjoey Magellan $10bn Merger: Wealth Management Giant Reshapes Australian Finance
Market Chaos Frames a Transformational Deal The Barrenjoey Magellan merger lands at a volatile moment for global markets, with oil…
RBA Interest Rate for 2026: One and Done After February Hike?
When the Reserve Bank of Australia lifted rates at its first meeting of 2026, markets quickly shifted into defensive mode.…
ASX Stocks in Focus: Real Assets, AI and Selective Defensives
Markets in early 2026 are not moving in one direction. They are splitting. On one side, hard assets such as…
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