Information Technology
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
ASX Set to Rise as Wall Street Rally Lifts Risk Appetite
Australian equities are poised to open stronger on Thursday after Wall Street extended its recovery, supported by renewed confidence that…
Global Markets Outlook: A Soft Landing Is Priced, But 2026 Risks Aren’t
Financial markets are ending 2025 in a strangely comfortable place: equities near highs, bond yields off their peaks, gold breaking…
ASX Pauses as Gold Strengthens Ahead of Key Inflation Data
The Australian market stalled on Tuesday as investors shifted from last week's rate-cut optimism to a more cautious, data-dependent stance.…
Chronosphere’s $5B Sale Shows Palo Alto’s Push to Own the Future of Cloud Security
Palo Alto Networks' acquisition of Chronosphere for more than $5 billion is not just another headline-grabbing software deal, it's a…
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Monthly Investor Memo
Delivered Monthly - 2026