Latest News & Updates
With US midterm elections approaching, markets are increasingly focused on the prospect of divided government. We explore what a Democrat-controlled House could mean for the final years of the Trump administration and how portfolios might respond.
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.
Overall, 2025 was a strong year for investors. Will 2026 be a repeat? Our central case for markets and the global economy remains relatively benign, though as always there are risks hanging over us.
With more than a decade having passed since the launch of “Abenomics,” how much has changed for the Japanese economy? The short answer is a lot.
Despite exceptional sharemarket valuations, the Australian economy has been soggy for a number of years. In this month’s Market Insight, we explore the outlook for Australia, seeing if there has been any improvement and where the risks lay.
Active equity managers overall have struggled to deliver decent performance for many years now. So, why do investors still allocate capital to active managers? In this month's Market Insight, we review active and passive management within equity markets.
In this month’s Market Insight, we give an overview of the post-Liberation Day tariff US economic landscape and provide our thoughts on what we think the second half of the year may hold for markets.
