Megatrends & Thematic Investing
Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment
A tentative recovery in crypto reveals how institutional flows and macro signals now shape Bitcoin's trajectory.
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Further Analysis & Commentary
AI Is Booming, But Only a Few Are Making the Money.
NVIDIA's latest quarterly results were impressive by any measure. Revenue surged again, data-centre sales hit record levels, and forward guidance…
ASX Caught Between Nvidia Jitters and Rate Reality
The Australia market is stuck in a tug-of-war. Banks and speculative growth names under pressure as investors rethink how many…
Lithium Just Woke Up Again, And the Market Wasn’t Ready for It
A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…
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…
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Monthly Investor Memo
September 2025