Market & Economic Insights
Equities Uncovered Volume 5: Three ASX Small Caps Turning AI Hype Into Revenue
Artificial intelligence has become one of the ASX’s busiest investment themes. But beneath the large cap data centre, software and infrastructure names sits a smaller…
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Further Analysis & Commentary
QUAL ETF: The Quality Label Hiding a Big Tech Bet
The pitch for the QUAL ETF is reassurance. Buy the world's highest-quality companies, get a portfolio built to hold up…
How a Reverse DCF Works: A Guide to Implied Valuation
A Reverse Discounted Cash Flow (Reverse DCF) analysis is one of the most insightful valuation techniques because it approaches the…
Goldman Sachs Leads Alphabet’s Landmark $90 Billion Private Placement
A Historic Capital Raise in the AI Infrastructure Race On June 2, Alphabet unveiled one of the largest capital-raising initiatives…
FY2026 Australian economy review: Better, But Bruised, How Australia’s Economy and Markets Enter FY2027
Australia enters FY2027 in an unusual position. The economy has performed better than many feared, but households and investors have…
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