Global Markets
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
An Outlook on Private Credit
Private credit, which involves lending by non-bank institutions, has grown rapidly in recent years as borrowers seek flexible financing solutions.…
Uranium Breaks US$100: Why This Move Looks Structural Not Speculative
Uranium pushing through US$100 a pound is more than a psychological milestone. It marks a shift in how the market…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
DroneShields Revenue Surges, but Pipeline Concerns Test Investor Confidence
DroneShield has delivered what, on the surface, looks like a blockbuster result. Revenue at the defence technology company nearly quadrupled…
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