Insights

Our latest insights from the trail

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FeaturedWeekly insights from the Trail

Small Caps are GFC-cheap, but in much better shape…

April 15, 2026
A look at ASX Small Ordinaries vs ASX 50 valuation spreads.
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FeaturedResearch Insights

Beyond Value and Growth

April 8, 2026
Why style timing is a trap – and why Australian equities need a more nuanced framework.
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Weekly insights from the Trail

Under the surface: major sector dispersion…

April 1, 2026
A look at ASX 200 2026 year to date returns.
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Weekly insights from the Trail

Zooming out on oil prices…

March 26, 2026
A look at oil prices per barrel.
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Weekly insights from the Trail

Style timing – only easy in hindsight…

March 19, 2026
A look at Growth over Value relative monthly performance.