Latest News & Updates
Are markets entering another bubble cycle, or is this time different? With AI driving strong returns, valuations are elevated but not extreme. The real test lies ahead: if earnings continue to deliver, markets may hold firm. If not, today’s optimism could quickly be rebuffed.
Australia’s outlook remains challenged, with persistent inflation and rising interest rates weighing on growth. Increased government spending, regulation and higher investment taxes risk weakening productivity and limiting returns from Australian equities.
Concerns that artificial intelligence will replace white‑collar workers are intensifying. We examine whether AI is truly a job killer, how businesses are responding, and what this shift could mean for productivity, employment and long‑term economic outcomes.
Ongoing tensions in Iran have continued to lift oil prices and weigh on global equities. We review the economic impact, regional risks, and implications for investment portfolios.
Escalating conflict in Iran has pushed oil prices higher and triggered a pullback in global equity markets. We assess the economic implications, market response, and what it means for portfolios.
The US software sector faces its worst relative sell‑off since the tech bubble. We explore AI disruption, 'Software as a Service' (SaaS) risks and hyperscaler capex.
