Insights

Our latest insights from the trail

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Aussie stocks: from shorted to sought after…

November 12, 2026
A look at net positioning of global funds across Asia-Pacific markets.
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AI: From cybersecurity’s biggest threat to its biggest opportunity?

November 5, 2026
A look at cybersecurity versus non-cybersecurity software stocks.
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Betting against the house?

October 29, 2026
A look at MSCI quarterly rebalancing.
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Fertiliser prices are diverging…

October 22, 2026
A look at monthly fertiliser commodity prices.
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Power hungry: global electricity demand keeps climbing…

October 15, 2026
A look at global electricity generation.
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More Work Behind the AI Boom

October 12, 2026
Why AI demand reaches beyond graphics chips – and why processors and networking belong in the investment case.