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
ASX Weekly Market Wrap
Australia’s equity market ended the week lower, but the headline move understated the shift taking place beneath the surface. Strong…
Beyond Lithium, A Pragmatic Guide to ASX Critical Minerals
Every Australian investor now “knows” lithium. The harder question is where the next wave of critical minerals alpha comes from,…
This Month in Venture Capital
The venture capital market has entered a different phase. Capital has returned, but the easy money environment that defined previous…
FY2026 Australian economy review: Better, But Bruised, How Australia’s Economy and Markets Enter FY2027
Australia enters FY2027 in an unusual position. The economy has performed better than many feared, but households and investors have…
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