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
Where Does Gold Go From Here? Key Drivers to Watch
Gold prices recently regains momentum as investors reassess the outlook for interest rates, the U.S. dollar and global economic and…
Nickel’s Rally Exposes the Fragile Future of Australia’s Producers
Nickel's sudden jump to a 15 month-high has injected a rare dose of optimism into a market that has spent…
Australian Housing Market Breaks Free From Rate Logic as Prices Surge Again
The Australian housing market is entering 2026 with strong momentum despite a year of interest rate cuts that were supposed…
OpenAI Code Red: Banks, Big Tech and the Fight for Australia’s AI Future
OpenAI's Australian launch should have been a victory lap. Instead, Sam Altman called a "code red," warning staff that the…
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