Event-Driven Reports
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
Elon Musk’s Great Reshuffle, Robots, Mega Mergers and What Comes After Tesla’s Flagship Cars
A Fortnight That Redefined Tesla Late January marked a clear inflection point for Tesla’s identity. The company confirmed it will…
Special Dividends 2026: ASX Companies Poised for a Cash-Heavy Year
Australia may be heading into a year where special dividends return in force, with some of the country's biggest listed…
RBA Rate Debate Splits Economists as Inflation Proves Stubborn
Australia's inflation debate has lurched back into centre stage, and this time the economic consensus has splintered. The latest AFR…
Paramount Goes Hostile: Inside the Bidding War for Warner Bros
Paramount’s hostile push to acquire Warner Bros has turned an already complex media merger cycle into a genuine fight for…
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Monthly Investor Memo
Delivered Monthly - 2026