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
Rio Tinto Shelves Jadar Lithium Project as New CEO Refocuses on Costs and Capital Discipline
A Shift in Strategy Rio Tinto has shelved its $US2.4 billion Jadar lithium project in Serbia, marking a sharp strategic…
Where Active Still Wins: Why Small-Cap Managers Are Beating The ETFs
Active Isn't Dead, Its Just Smaller While passive investing has swept global markets with its promise of low fees and…
Australia’s Clean Energy Boom Faces a Critical Grid Reality Check
Australia clean energy investment is hitting record highs, yet the nation’s electricity grid is struggling to keep pace. With more…
Small Cap Rotation Accelerates: Why Ausbil Is Shutting to New Money
Ausbil's Australian Small-Cap Fund is closing to new money as it nears its self-imposed capacity (about $700m). The team cites…
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Monthly Investor Memo
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