Global Markets
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
Anthropic is opening in Australia, but the real story is what it still has not committed to
Anthropic’s first major move in Australia is not a data centre announcement. It is a commercial appointment. That is the…
ASX Stocks in Focus: 5 names that fit the market’s shift into heavier assets
The latest ASX Stocks in Focus list starts with a market that has become less forgiving. That is the defining…
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging…
ASX Weekly Market Wrap
Global strength, local hesitation Australian markets traded in a tighter, more cautious range through 20 to 24 April 2026, and…

Monthly Investor Memo
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