Emerging / Alternative Sectors
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Further Analysis & Commentary
The overlooked AI trade is the one that actually plugs it into the wall
The most interesting AI trade in 2026 may be the one investors are still treating like an old-economy footnote. That…
Why data centres are becoming the ASX’s new growth engine
Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…
Executive Interview: Jasmin Diab from GNSP on safety, sovereignty and the policy vacuum behind Australia’s nuclear ban
In the latest instalment of The Investor Standard’s CEO & Executive Interviews series, our analyst Peter Boyd sat down with…
Why ASX tech stocks are surging again after a brutal 2025
The case for why ASX tech stocks are surging again starts with one simple fact: the market has already done…

Monthly Investor Memo
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