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
ASX REIT Sector Outlook
The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved…
ASX Weekly Market Wrap
Markets Are Rolling Over, But the Rotation Matters More Australian equities have now extended their losing streak to four straight…
Harvey: The Legal Ai Company Receives Funding at a US $11 Billion Valuation
Business Summary Harvey is a growing legal AI company founded in 2022 by former lawyer Winston Weinberg and AI researcher…
The Rotation Is Happening, Even If Markets Look Calm
Global equity markets look relatively stable on the surface, but underneath that calm, capital is steadily rotating away from the…
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