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 Materials Sector Analysis 2026 Outlook, Supercycle Reload or Late Cycle Peak?
Introduction The ASX Materials Sector Analysis 2026 Outlook begins with a simple reality. Materials dominated Australian equities in 2025. The…
Is the ASX Dead or Evolving? Public Markets vs Private Capital in 2026
Introduction Debate is intensifying around the future of Australia’s public markets. With 92 new listings and $126.4 billion in capital…
ASX Resources vs Housing in 2026: Where Investors Should Position
The ASX is being pulled in two directions right now. On one side, resource stocks are benefiting from strong commodity…
HBF Launches $25M VC Fund: Australia’s Health Giants Bet Big on Health Tech Innovation
Australia's private health insurers are transforming from passive portfolio players into active venture capitalists. Perth-based HBF led the charge on…
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