Information Technology
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…
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Further Analysis & Commentary
WiseTech Shares: Priced Like an Average Software Stock. Isn’t One
Rating SPECULATIVE BUY Price (9 Jul 2026) A$34.58 Consensus target ~A$71 (wide range) Implied upside (consensus) ~105% Consensus (15 analysts)…
Main Capital Partners Closes Record €5.25bn Software Fundraise in Under Six Months
Main Capital Partners has completed one of the largest and fastest fundraising campaigns ever seen in European software private equity,…
General Intuition Raises $320M Series A at a $2.3B Valuation
A Landmark Moment for Gameplay‑Trained AI General Intuition has secured one of the largest Series A funding rounds seen in…
QUAL ETF: The Quality Label Hiding a Big Tech Bet
The pitch for the QUAL ETF is reassurance. Buy the world's highest-quality companies, get a portfolio built to hold up…

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