Economy
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
ASX Weekly Market Wrap
What moved markets this week The ASX 200 finished the week higher, but the modest index gain masked some significant…
ASX Deal Watch, August 2026
What sophisticated capital is paying for August’s ASX M&A activity has delivered a useful lesson for investors: buyers are willing…
Xero CEO Pay Revolt: Why 70% of Shareholders Rejected the Remuneration Report
Xero shareholders have delivered a major rebuke to the board, with 70.6% voting against the company’s remuneration report at its…
France’s Debt Problem Is Getting Harder to Ignore
For decades, France could afford to postpone difficult decisions about its public finances, that privilege is now disappearing. French government…
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Monthly Investor Memo
Delivered Monthly - 2026