Market update

The Research Monitor – September Quarter 2025 Edition

Jules Cooper, Head of Technology Research at Shaw and Partners, featured on the cover of The Research Monitor September 2025 Edition, highlighting his insights on enterprise AI, digital transformation, and the future of Australian tech investments.
Jules Cooper, Senior Analyst at Shaw and Partners, featured on the cover of The Research Monitor September 2025 Edition, highlighting his insights on enterprise AI, digital transformation, and the future of Australian tech investments.

reach out for the report here

  • Navigating the Second Half of 2025: Martin Crabb, Chief Investment Officer

  • Q2 2025 Performance: Hansheng Zhang, Investment Analyst

  • Enterprise AI, laying the groundwork for the next digital revolution: Jules Cooper

  • Jules Cooper: Redefining Technology Research in Australia

  • Inside the Mind of a CEO: A conversation with Gary Miles, CEO of Gentrack Group

  • Humanoid Robotics: New Capital, an EFG Brand

  • From GPUs to Gigawatts: Munro Partners

  • Investing for Income: Martin Crabb, Chief Investment Officer

  • Stock recommendations: Block Inc. (XYZ), Carsales.com (CAR), HUB24 (HUB), NextDC (NXT), REA Group (REA), TechnologyOne (TNE), WiseTech Global (WTC), Xero (XRO), Chrysos Corporation (C79), Gentrack Group (GTK), Hansen Technologies (HSN), ikeGPS Group (IKE), Kinatico (KYP), Objective Corporation (OCL), Playside Studios (PLY), Vista Group (VGL).