Industrials & Infrastructure

The Hidden Cost of the AI Boom

Artificial intelligence is fuelling one of the largest investment booms in history. Beyond the debt visible on company balance sheets lies a vast network of…

Peter Boyd
12 Min Read

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Further Analysis & Commentary

ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy

In this weeks ASX stocks in focus series: Financial markets are entering a phase where macro forces matter again. For…

ASX Stocks in Focus: Five Quality Names Beyond the Usual Trade

Markets are rotating again. Technology has been volatile, energy is swinging with geopolitics, and bond yields remain the quiet driver…

Volkswagen Self-Driving Cars: Can Europe Win the Robotaxi Race?

Volkswagen wants to become the “European champion” of autonomous driving. That ambition alone tells you something about where the industry…

China Equity Market 2026: Is Now the Time to Buy?

As China’s mainland equity markets reopened after the Lunar New Year break, investors returned to a markedly different global backdrop.…

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