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
Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment
Bitcoin has climbed back above US$90,000, ending a month-long selloff that wiped more than US$1 trillion from digital asset valuations…
Global Markets Outlook: A Soft Landing Is Priced, But 2026 Risks Aren’t
Financial markets are ending 2025 in a strangely comfortable place: equities near highs, bond yields off their peaks, gold breaking…
Pilbara Minerals (ASX: PLS): Rebuilding Through the Downcycle
Company Snapshot Pilbara Minerals is Australia's largest independent hard-rock lithium producer, operating the Pilgangoora Project in WA and now expanding…
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…
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