Aston Martin: A Turnaround Running on Borrowed Time
For investors, Aston Martin is becoming a classic example of the difference between a better business and a safer stock. The operating story has improved.…
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Further Analysis & Commentary
IHVV ETF: The Hedge That Adds Risk Instead of Removing It
Two funds listed on the ASX own an identical portfolio. Over the twelve months to 31 July 2026 the IHVV…
Blackbird’s $1 Billion Raise Is a Test of Australia’s Venture Capital Maturity
Blackbird Ventures’ reported final close of more than $1 billion for its sixth fund is more than a fundraising milestone.…
Australian Property Market 2026, Why Renters May Still Pay More
Australia’s residential property market has shifted from momentum to correction, with higher borrowing costs, weaker buyer confidence and changing investor…
ASX Reporting Season 2026, Solid Results but Investors Want More
ASX reporting season is now properly underway, and the early results are painting a more complicated picture than the headline…

Monthly Investor Memo
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