Wartime Markets

March 2026 Investment Update

The Software Reckoning: Winners in the Wreckage

February 2026 Investment Update

A different world

January 2026 Investment Update

It's safest in the barrel

But that doesn't mean it's safe

December Investment Update

Software winter, AI spring

Neocloud collapse and rolling markets

November 2025 Investment Update

October 2025 Investment Update

A decisive turn in US biotech

September 2025 Investment Update

September investment update and a new investment in US healthcare

Pancreatic cancer and Amplia Therapeutics

A conversation with CEO Dr Chris Burns

The big quant surge is behind us - what's next?

And Microsoft replaces ~$20 billion of capex with a signature

August Investment Update

Internal research and company updates

Clarity's raise, an interview with Ausbiz, and a guest post from Costa