Megatrends & Thematic Investing
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
A thematic look at companies positioned for the next market cycle.
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Further Analysis & Commentary
Volkswagen Self-Driving Cars: Can Europe Win the Robotaxi Race?
Volkswagen wants to become the “European champion” of autonomous driving. That ambition alone tells you something about where the industry…
China Equity Market 2026: Is Now the Time to Buy?
As China’s mainland equity markets reopened after the Lunar New Year break, investors returned to a markedly different global backdrop.…
Bitcoin Outlook 2026: What Investors Need to Know
The clean narrative ("stocks down, crypto down") keeps breaking because crypto is being pulled by three different forces at once:…
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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Monthly Investor Memo
Delivered Monthly - 2026