Trends & Themes
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
Why data centres are becoming the ASX’s new growth engine
Summary This sector breakdown comes down to one market truth: the ASX is starting to reward output demand over input…
This Month in Venture Capital
What’s Driving Venture Capital in 2026 Venture capital in April 2026 is being shaped by one dominant force, AI is…
Why ASX tech stocks are surging again after a brutal 2025
The case for why ASX tech stocks are surging again starts with one simple fact: the market has already done…
ASX Weekly Market Wrap
A more constructive week for markets Australian markets delivered a far more constructive week, with the ASX 200 rising 4.41%…

Monthly Investor Memo
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