The Greatest Show on Earth
Do elections really matter in major economies? Voters normally choose between a centre left and a centre right party, often with a policy...
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Market Insights
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- Mar 27
- 5 min
Unfurling the Sails (a little)
The outlook for the US economy continues to be more positive than most expected given better than forecast growth and cooling inflation....
- Feb 19
- 6 min
Uncertainty in China Continues
In this month’s Insight, we look at what 2024 holds for China's economy. Will the fiscal stimulus gain traction? Will deeply discounted...
- Oct 30, 2023
- 5 min
Are Bonds Broken?
In this month’s Market Insight, we take another look at bonds. Will the bloodbath continue? Or, as with equities in late 2002 or early...
- Sep 15, 2023
- 7 min
Australia's Rate Surprise
In this month’s Market Insight, we look under the hood of the Australian economy to see the winners and losers from what has been the...
- Aug 22, 2023
- 7 min
Navigating A Soft Landing
In this months Market Insight, we discuss why investor expectations for a recession in 2023 has changed since last year and how likely...
- Jul 4, 2023
- 6 min
Waiting For Stimulus
In this month’s Market Insight, we review the outlook for China’s economy and what that means for relative equity market performance....
- Jun 1, 2023
- 5 min
Will Big Tech Save the Day?
In this month’s Market Insight, we go under the hood to see what has been driving performance in markets so far this year and whether...
- May 12, 2023
- 7 min
Is the RBA Really That Bad?
In this month’s Market Insight, we review how much of the criticism is justified by looking at the RBA’s performance relative to its...
- Mar 26, 2023
- 7 min
Rise of the Machines
In this month’s Market Insight, we review recent developments in generative artificial intelligence and the potential impact on global...
- Jan 26, 2023
- 9 min
Market Insight | Reading the 2023 Tea Leaves
Financial markets were severely challenged during 2022 as central banks moved decisively to control inflation not seen since the 1980’s....
- Dec 14, 2021
- 7 min
Constructing effective investment portfolios in a low interest rate world
Constructing an effective investment portfolio that will perform through the investment cycle is a challenging task at the best of times....
- Sep 3, 2021
- 4 min
Understanding the different types of Superannuation Funds
With total superannuation assets valued at over $3.3 trillion at the end of the June 2021 quarter, for most Australians their super is...
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