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
Australian Venture Capital Secondaries: The Next Liquidity Frontier
Venture capital secondaries are still early in Australia, but the setup is becoming difficult to ignore. Globally, secondary transactions surged…
Card Collecting: An Investment or a Hobby?
The Perception Shift The trading card market has transformed far beyond its origins as a childhood pastime and is now…
BHP Rio CEO Strategy: Insider Appointments Signal Confidence
When BHP Group and Rio Tinto appoint long serving insiders as chief executives at the same time, it sends a…
Australia Recession Risk 2026: Growth Slows as Pressure Builds
Australia’s economy is not yet in recession. However, the warning signs are becoming harder to ignore. Growth remains positive, unemployment…
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