Original research, IPO analysis, fund commentary and macro perspectives from our investment team — published regularly to keep you informed and ahead.
After several uneven years for new issuance, the Australian equity calendar is beginning to normalise. We examine what that means for investors assessing listed growth opportunities in 2026.
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With the local rate environment shifting more gradually, we examine how Australian investors can think about duration, credit quality and liquidity heading into H2 2026.
Funds
The gap between top and bottom-quartile managers has widened dramatically. Here is our framework for separating signal from noise.
Fixed Income
Investment-grade credit spreads have compressed to near-zero percentile on a five-year basis. We outline where disciplined selection still finds value.
The best investment decisions come from clarity, not conviction. Our role is to illuminate the path — the choice remains yours.
— Investment Advisory Team, Foris Capital
Sustainable fund labels and disclosure rules continue to evolve. We break down what investors should watch when assessing how managers describe process, stewardship and portfolio intent.
IPOs
We highlight the listing themes, sector drivers and selection criteria shaping our watchlist for upcoming Australian equity opportunities.
Macro
We separate the sustainable infrastructure plays from the speculative froth in this rapidly evolving space.
The largest wealth transfer in history is accelerating. We explore what this means for succession planning and investment preference shifts.
Policy spending and supply-chain resilience are reshaping several listed sectors. We assess where the opportunity set may be durable and where expectations may already be stretched.
Fiscal policy, inflation expectations and central bank guidance continue to reshape duration decisions. We examine the implications for sovereign and corporate bond positioning.
Several high-profile 2025 listings approach their lock-up expiry windows. We identify positions where institutional selling pressure could create both risk and opportunity.
With inflation, policy settings and earnings expectations evolving together, we assess the scenarios Australian investors should monitor most closely.
Regulatory scrutiny of ESG ratings continues to rise. We explain how stronger methodology standards may affect fund selection and due diligence.
Wealth
Recent revisions create both opportunities and planning requirements for cross-border wealth holders.
Funds
Sector return dispersion has reached multi-year highs. We examine why this environment favours concentrated active strategies.
IPOs
A recent cross-border biotech IPO highlights how specialist healthcare listings can reopen when quality and sponsorship align.
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