Deep-Dive Analysis
The ASX Small Cap Takeover Revival, Why Private Equity Is Looking Down Market Again
For much of the past two years, Australia’s small cap market has traded as though corporate activity were an afterthought. Liquidity has remained thin, valuation…
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Further Analysis & Commentary
Woodside Energy (WDS: ASX): Equity Research Analysis
Executive Summary Woodside Energy's Position The latest case for Woodside Energy comes down to timing. Woodside is moving through an…
Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026
The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the…
Market Outlook: The Shift From Soft Landing to Geopolitical Risk Premium
The Market outlook for April 2026 has changed sharply in the space of a few weeks. What had looked like…
ASX REIT Sector Outlook
The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved…
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