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Technology · Investment Themes · 11 MIN READ

The Anthropic IPO: What the Largest Listing in History Means for Global Portfolios

Within a month or so, what may be the largest listing in stock market history is expected to list on the Nasdaq. Anthropic, the company behind the Claude family of AI models, is heading for public markets at a valuation up to US$2 trillion.

Simon TurnerHead of Content (CFA)

14 Sept 2026

Few Investors Really Understand Inflation. Here’s What It Means

Inflation remains one of the more important investment inputs investors need to get their heads around. It truly influences what you should own if you’re aiming to outperform.

Macro Investment Themes Investor Education

9 Sept 2026

· Simon Turner

· 8 MIN READ

The Bigger Picture - September 2026

A personal question for you: in all honesty, how often do you check your portfolio?

Investment Themes Macro Investor Education

6 Sept 2026

· Simon Turner

· 7 MIN READ

The Great Uranium Deficit: A Shortage the Market Has Stopped Paying For

Uranium has become a rare commodity where almost everyone agrees on its direction and almost nobody agrees on the optimal timing.

Commodities Investment Themes ETF Investor Education

2 Sept 2026

· Simon Turner

· 7 MIN READ

Few Investors Really Understand Inflation. Here’s What It Means

Inflation remains one of the more important investment inputs investors need to get their heads around. It truly influences what you should own if you’re aiming to outperform.

Macro Investment Themes Investor Education

9 Sept 2026

· Simon Turner

· 8 MIN READ

The Bigger Picture - September 2026

A personal question for you: in all honesty, how often do you check your portfolio?

Investment Themes Macro Investor Education

6 Sept 2026

· Simon Turner

· 7 MIN READ

The Great Uranium Deficit: A Shortage the Market Has Stopped Paying For

Uranium has become a rare commodity where almost everyone agrees on its direction and almost nobody agrees on the optimal timing.

Commodities Investment Themes ETF Investor Education

2 Sept 2026

· Simon Turner

· 7 MIN READ

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Apple’s fintech play gets bigger

Apple's high-yield savings account racked up almost $1 billion in deposits within four days of its launch in April. The 4.15 per cent annual yield with no minimum balance requirement is undoubtedly a draw for its more than 2 billion users, but what is truly noteworthy is the overwhelming response at a time of growing distrust in the banking sector.

Fintech Shares Investment Themes

18 May 2023

· Ankita Rai

· 4 MIN READ

AI Megatrend; Blessing or Bubble?

Investors have become noticeably worried about equity markets’ valuations, in particular for companies linked to the AI megatrend. There’s plenty of doom and gloom going around, but are these concerns justified? Rudi Filapek-Vandyck, Editor & Founder of FNArena gives us his views.

Investor Education Shares Investment Themes

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Childcare: The Emerging Asset Class in Australian Commercial Property

11:52

26 Nov 2025

Childcare: The Emerging Asset Class in Australian Commercial Property

In a crowded investment landscape where residential is overheated, commercial offices face structural decline, and retail battles e-commerce disruption, where can investors find stable yield with genuine growth potential? Discover why Australia's essential childcare infrastructure, backed by more than A$12bn in government subsidies and driven by unstoppable demographic forces—represents a fragmented, undersupplied market ripe for data-driven investment. Mike Cameron, Commercial Director at Jarra explains how Jarra's systematic approach identifies the precise locations where demand far exceeds supply.

Property Private Assets Alternative Investment Investment Themes

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The Calm in the Storm: Finding Growth in Disruption

16:51

26 Nov 2025

The Calm in the Storm: Finding Growth in Disruption

Ben McVicar, Co-Head of Infrastructure and Portfolio Manager at Magellan Investment Partners explain that as powerful forces like AI and renewable energy reshape the global economy, infrastructure stands at the centre—providing stability while capturing transformative growth. From data networks to energy systems, these essential assets are driving productivity and decarbonisation alike, offering investors defensive growth in a world defined by secular innovation and structural change.

Investment Themes Alternative Investment ESG

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