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Further Analysis & Commentary

ASX Tech Sector Analysis 2026: Valuation Reset, Pressure Points and the Path Forward

Australia’s listed technology sector endured a bruising 2025 and a volatile start to 2026. High quality names such as Xero,…

Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026

Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…

DroneShields Revenue Surges, but Pipeline Concerns Test Investor Confidence

DroneShield has delivered what, on the surface, looks like a blockbuster result. Revenue at the defence technology company nearly quadrupled…

AI Spending in 2026: Growth Engine or the Next Macro Fault Line?

AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…

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