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12/11/2021

We remain long & bullish in our Emerging Companies Portfolio

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Afternoon report 28/04/2026

The Match Out: ASX falls, braces for tomorrow’s CPI print

The ASX had another tough session today with selling fairly broad-based, leaving the market testing its 200-day moving average as investors remain cautious around the macro backdrop.

Morning report 28/04/2026

Macro Monday, on Tuesday: S&P 500 and Nasdaq Reach Record Highs despite Iran

The heavyweight US indices powered to fresh all-time highs on Friday night. However, the weekend delivered another twist to the Iran saga with US President Trump abruptly cancelling the planned envoy trip to Pakistan for peace talks, citing unnecessary costs and a disappointing offer from Tehran.

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