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News & Resources


China’s AI bubble has burst. Could the US be next?
News30/10/2026 | 431 Views
China’s AI bubble has burst. Could the US be next?

Key Takeaways China’s AI and chip index has lost 40% of its value in under four months. Even after that fall, Chinese AI shares still tr

This Time Is Different: A Shorter RBA Peak at 4.85%
News29/10/2026 | 2560 Views
This Time Is Different: A Shorter RBA Peak at 4.85%

Key Takeaways Markets expect a fifth rate rise on Melbourne Cup day, taking the cash rate to 4.85%. The last Cup day hike ended a cycle, then

Melbourne Store Closure
Community29/10/2026 | 220 Views
Melbourne Store Closure

Please be aware our Melbourne office will be closed on Tuesday the 3rd of November for the Melbourne Cup. We will reopen at 9 AM on Wednesday the 4th

Austral Strikes High-Grade Copper and Gold in Queensland
News28/10/2026 | 791 Views
Austral Strikes High-Grade Copper and Gold in Queensland

Key Takeaways: Drilling at Cameron River hit 15 metres at 4.59 per cent copper and 1.16g/t gold 25 of 32 holes returned significant copper acr

77% Report Rising Trust in Gold, 64% Falling in Cash
News27/10/2026 | 1063 Views
77% Report Rising Trust in Gold, 64% Falling in Cash

Key Takeaways Gold recorded the strongest rise in trust of any asset in the survey. Cash went the other way, with most respondents reporting f

Gold Under US$4,000 as Trump Talks Iran Strikes
News26/10/2026 | 3960 Views
Gold Under US$4,000 as Trump Talks Iran Strikes

Key Takeaways Trump has raised the prospect of another US operation against Iran. Renewed fighting could lift oil prices and keep inflation ha

INSIGHTS: Months Away From a Crash?
Insights23/10/2026 | 1276 Views
INSIGHTS: Months Away From a Crash?

Key Takeaways Falling bond yields have historically led equity peaks by months, not years. Easier policy often arrives just as a market cy

How AI Debt is Entering Retirement Funds
News23/10/2026 | 1119 Views
How AI Debt is Entering Retirement Funds

Key Takeaways Debt raised to build AI data centres is being sold on to big institutional investors. A single portfolio can end up exposed to t