Trends & Themes
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
Fuel Excise Halved: What Is It and How Will It Help?
The government has cut the fuel excise for the entire the second quarter of 2026. But what is the fuel…
Value’s revenge, why boring, cash rich businesses may be the surprise winners of 2026
The shift back toward value is getting harder to ignore For years, owning “boring” businesses felt like sitting on the…
ASX Weekly Market Wrap
A Bounce, But Not a Clean Recovery Australian equities finally broke their losing streak, with the ASX 200 finishing the…
ASX Stocks In Focus: 5 Shares Built for Resilience Amid Volatility in 2026
The latest ASX Stocks in Focus setup comes down to one question: what actually holds up when the market is…

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