Financials
SoftBank’s $40 Billion Bridge Loan Signals the Growing Scale of AI Financing
How a traditional form of debt can cause an unprecedented effect.
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Further Analysis & Commentary
Best ASX Stocks for 2026: AI Infrastructure, Wealth Platforms and the New Market Winners
Executive Summary The Australian equity market is showing a sharper split between companies with asset-backed growth, scalable platforms and visible…
The ASX next run higher may depend on miners doing the heavy lifting
Morgan Stanley’s call for the ASX 200 to reach 9,250 by the middle of next year is plausible, but the…
RBA hikes to 4.35% and drops any pretence of patience
The RBA’s move to 4.35% is not a surprise. The tone is the story. This was the third hike this…
Why Hedge Funds Are Thriving Again in 2026
After years of underwhelming performance, hedge funds are undergoing a meaningful revival, with 2025 and early 2026 representing their most…
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