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
Global Markets: Trump Softens Tone, but Volatility Isn’t Going Away
After one of the sharpest cross-asset sell-offs since April, global markets staged a relief rally overnight, not because of what…
Sell America Trade: Why Markets Are Repricing US Political Risk
Financial markets don't usually panic quietly. When investors get nervous, they tend to follow a familiar pattern playbook: sell shares,…
Markets Slide as Wall Street Reopens Amid Tariff Threats
With US markets back open after the long weekend, investors delivered a clearer verdict on President Donald Trump’s latest tariff…
AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
AI remains the single most important investment theme shaping global markets in 2026. But the conversation has shifted. The question…
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