Latest News & Updates
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.
