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
This Month in Venture Capital
Venture capital in 2026 is no longer defined by whether funding is available. Instead, the market has become increasingly selective,…
Australia’s Housing Market Is Cooling, but How Much Is the Budget Really to Blame?
Australia's housing market enters a new phase Australia's housing market has clearly entered a cooling phase, and the timing has…
Apple vs OpenAI: What the Lawsuit Means for a Future IPO
Apple’s lawsuit against OpenAI is more than another Silicon Valley legal dispute. It represents a broader challenge around intellectual property,…
ASX Weekly Market Wrap
The Australian share market finished the week on a mixed note, with Friday's rally ending a four-session losing streak but…
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Monthly Investor Memo
Delivered Monthly - 2026