Macro & Policy Drivers

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…

Ankit Tadanki
6 Min Read

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Further Analysis & Commentary

Safe Haven Investing: Why Cash and Inflation-Linked Bonds Are Replacing

The old safe haven investing defensive playbook is breaking down. For years, investors could rely on a familiar list of…

Middle East War: Markets Are Shifting Fast as Oil Spikes and Stagflation Risk Returns

The market is finally starting to treat the Middle East conflict as an economic event, not just a geopolitical one.…

ASX Mining Stocks: Fuel Constraints, Falling Commodities and What Comes Next

Australia’s mining sector is facing a different kind of shock. For most of the past few years, investors have analysed…

5 ASX Stocks To Own in a Higher Rate, Higher Volatility Market

The Australian market is dealing with two forces at once. The first is a renewed inflation shock from energy, driven…

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