Events
The Democratisation of Private Equity: How $500 Now Buys What Institutions Own
Private equity used to be something that happened over there. Big banks. Big institutions. Deals you read about in the AFR. Now it is entering everyday life. Your mum or dad who has had a business for 30 or 40 years is transitioning that business to private equity. Your favourite sporting team is being assisted […]
Why the 20-Year Hold Is the Secret to Australian Life Sciences Returns
Australia represents 0.3% of the world’s population. Yet it generates more than 3% of global research output. Cochlear implants. Wi-Fi. The HPV vaccine. These are not statistical anomalies. They are proof points of a structural advantage that Australia has failed to capitalise on. The country has a world-class research base. But it watches companies scale […]
The Australian Life Science Sector: A Structural Convergence of 5 Critical Factors
For a decade, we have watched the foundation being built. Government grants are flowing into research infrastructure. Labs constructed. IP portfolios are growing. Talent returning from global pharma. For most of that decade, the returns were slow, the timelines were long, and the capital was cautious. That era is over. The Australian life science sector […]
Where Capital Is Flowing in 2026: What Active Investors Told Us About the Sectors That Matter
Every year, we survey our investor network. Not to confirm what we already think, but to understand what is actually driving capital allocation decisions across the sophisticated investor community. This year, the results were striking. Not because they were surprising, but because of how precisely they align with the macro research now emerging from some […]
Inside the Australian Life Sciences Boom: Renowned Investors, World-Class Partners, World-Leading Breakthroughs
The Australian life sciences sector is experiencing an unprecedented boom, marked by world-leading partnerships, rapid regulatory progress, and significant capital investment. The Emergence Preview Series showcased companies with technologies already in clinical trials and backed by renowned global institutions and investors. This moment feels different due to the maturity and global reach of Australian life sciences innovation.
Why Life Sciences Is Now One of My Highest Conviction Investment Themes
In 17 years, we’ve watched themes rise and fall. Today, life sciences is a portfolio-defining opportunity. This is not speculation; it is pattern recognition based on the staggering returns from companies like Telix and Neuren, and the convergence of AI, clear regulatory pathways, and a shift in capital back toward real science.
The Convergence: Why AI and Life Sciences are the Next Trillion-Dollar Frontier
The global healthcare model is undergoing a fundamental economic transition, moving from expensive ‘Sickcare’ to proactive ‘Lifecare.’ This shift is powered by the convergence of artificial intelligence and the industrialisation of biology, creating massive, compelling investment opportunities in infrastructure and redefining the future of health.
The Private Equity Shift: What Smart Money is Positioning For in 2026
Private equity is now the priority allocation target for institutions in 2026. This fundamental shift is driven by a convergence of technology and demographic changes, creating four major investment trends: the democratisation of access, the succession supercycle, the rise of sports as an asset class, and AI-driven operational improvement.
The System’s Immune System: Why Big Tech Will Solve What Big Pharma Can’t
The central investment thesis for the future of human health pits Big Pharma against Big Tech. This blog post explores the “Protocol Paradox” in current cancer care and argues that the convergence of hyperscalers and life-science experts—treating biology as a data and compute problem—represents the defining compounding investment opportunity of this era.
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