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Executive Interviews

Capital Insights
Why the Next Solar Revolution Looks Less Like a Silicon Valley Tech Play and More Like a Newspaper Press

For over 50 years, solar energy has meant heavy silicon panels and rigid glass frames. Newcastle deep-tech startup Kardinia Energy is shattering that mold. By leveraging roll-to-roll printing presses—identical to those once used for daily newspapers—they are churning out flexible, ultra-lightweight solar mats that cost a fraction of traditional silicon, boast a 12-to-18-month ROI, and are already powering Coldplay’s world tour. Unlocking millions of square meters of unviable industrial roof space, this is the story of how an Australian company is rewriting the laws of clean energy.

Capital Insights
The Yield Illusion: Inside RAM’s Strategy to Withstand the Credit Shakeout

As interest rates reprice in 2026, the rush into private credit has created a dangerous trap for yield-hungry investors. Real Asset Management Group CEO Scott Kelly exposes the “yield illusion” dominating the market and explains why an origination-led, low-arrears mortgage strategy is the ultimate defense against an impending credit shakeout.

Capital Insights
Office sector ‘unloved’ no more: Acure’s $80m Brisbane bet

While institutional investors remain wary of the office sector, Acure Asset Management is doubling down. Founder Angelo Del Borrello explains the “unloved” asset strategy behind his latest $80 million Brisbane acquisition and why the 2032 Olympics are creating a unique arbitrage opportunity for private syndicates.

Capital Insights
The control layer for the electrified home

THE MARKET SHIFT Australian households have been pulled into a real-time energy market they never knowingly signed up for. Flat electricity tariffs are disappearing. In their place: dynamic, time-of-use pricing that changes depending on when power is consumed. Electricity is now cheapest when solar floods the grid in the middle of the day — and […]

Capital Insights
The Light Fantastic: Why Invion’s Photodynamic Therapy May Be  Attracting Big Pharma’s Attention

Invion Limited is challenging the status quo in oncology with its Photosoft™ platform, a precision therapy that uses light-activated molecules to selectively target cancer cells. By transforming the body’s own immune response and addressing the high costs of current cancer treatments, Invion is positioning itself as a transformative player in the biotech sector. With clinical trials underway and strong institutional partnerships, the company is bridging the gap between scientific breakthrough and accessible, scalable patient care.

Capital Insights
From Outback to Boardroom: How SWAN Systems is Codifying Water Stewardship

From the arid deserts of Australia to the boardrooms of global tech giants, SWAN Systems is redefining water efficiency. By bridging the gap between field-level agronomics and autonomous irrigation control, the company is proving that “water-positive” targets can be met with science, data, and a 10x ROI commitment.

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