Insights

Our latest insights from the trail

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FeaturedWeekly insights from the Trail

Chart of the week

December 10, 2025
A look at large event insurance claims.
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FeaturedWeekly insights from the Trail

Chart of the week

December 3, 2025
A look at the S&P500 average cumulative daily gains in December.
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Weekly insights from the Trail

Chart of the week

November 26, 2025
A look at the price of gold versus Bitcoin.
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Weekly insights from the Trail

Chart of the week

November 20, 2025
A look at national residential sales volume in New Zealand.
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Weekly insights from the Trail

Chart of the week

November 12, 2025
A look at global battery energy storage capacity.
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Podcast

The Investment Case for Macquarie Group

November 11, 2025
In this episode, Firetrail High Conviction Fund Portfolio Manager Scott Olsson joins product specialist Ben West and tells us what he thinks really matters for MQG’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.