Mandate Memos

Aussie 10Y Yield Hits 5.25% as Every ASX Sector Sells Off.

Paper Mandate Market & Portfolio Commentary | 10 September 2026

Sep 10 • The Paper Mandate

Banks & Tech Fall while Private Credit Faces Bathla Fallout.

Paper Mandate Market & Portfolio Commentary | 8 September 2026

Sep 8 • The Paper Mandate

Energy Stocks Lead & Tech Tumbles in a Muted ASX Session

Paper Mandate Market & Portfolio Commentary | 7 September 2026

Sep 7 • The Paper Mandate

ASX Snaps 3-Day Loss, Private Credit Jitters, and CTD Drops 85% Post-Halt

Paper Mandate Market & Portfolio Commentary | 3 September 2026

Sep 3 • The Paper Mandate

Rate Fears and Surging Yields Trigger Broad ASX Sell-Off. Materials and Tech Key Fallers.

Paper Mandate Market & Portfolio Commentary | 2 September 2026

Sep 2 • The Paper Mandate

Aussie 10-Year Yields Hit 15-Year Highs. Closed Strait Makes US the Largest Seller of LPG to India.

Paper Mandate Market & Portfolio Commentary | 1 September 2026

Sep 1 • The Paper Mandate

Fed Shockwave: Jackson Hole Hawkishness Sinks Gold & Tech Growth

Paper Mandate Market & Portfolio Commentary | 31 August 2026

Aug 31 • The Paper Mandate

Lovisa +12.7% and HMC +11.2% Jump on Earnings Strength while ASX Yields to Hot CPI

Paper Mandate Market & Portfolio Commentary | 26 August 2026

Aug 26 • The Paper Mandate

ASX Tech Bucks US Overnight Move, MND Results: Rev Up +31.5%, NPAT Up +52%

Paper Mandate Market & Portfolio Commentary | 25 August 2026

Aug 25 • The Paper Mandate

Materials Jump +2.43% on London Metal Rally While Selective Small and Mid-Caps Retreat

Paper Mandate Market & Portfolio Commentary | 24 August 2026

Aug 24 • The Paper Mandate

Riding Reporting Season: PC2 +21.6%, OBM +14.4%, and JDO +16.3%

Paper Mandate Market & Portfolio Commentary | 21 August 2026

Aug 23 • The Paper Mandate

ASX Drops as Capital Rotates From Materials to Technology. Xero up +5.54%.

Paper Mandate Market & Portfolio Commentary | 14 August 2026

Aug 16 • The Paper Mandate

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