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The End of US Exceptionalism?
The US market has underperformed the rest of the world by around 10% since late last year. While 10% may not seem like a lot in the grand...
Mar 128 min read

Make America Tariff Again
Investors looked upon the election of Donald Trump with some scepticism but had for the most part assumed (or hoped) that he would, on...
Feb 68 min read

Down Under & Out
There has been a lot of negativity about the Australian economy in the media in recent years. Our once miracle economy which had avoided...
Dec 11, 20247 min read


Nothing Could Possibly Go Wrong
Around the end of each year, we like to dust off the Magic 8 Ball and write about what the next year may hold. All said and done, 2024...
Nov 19, 20247 min read

Signs of Life in China
After a few years of disappointing returns, China’s equity market exploded back into life last month following the announcement of a raft...
Oct 16, 20246 min read


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...
Sep 17, 20247 min read


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....
Mar 27, 20245 min read


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...
Feb 19, 20246 min read


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...
Oct 30, 20235 min read

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...
Sep 15, 20237 min read


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...
Aug 22, 20237 min read

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....
Jul 4, 20236 min read


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...
Jun 1, 20235 min read


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...
May 12, 20237 min read

Rise of the Machines
In this month’s Market Insight, we review recent developments in generative artificial intelligence and the potential impact on global...
Mar 26, 20237 min read


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....
Jan 26, 20239 min read


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....
Dec 14, 20217 min read


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...
Sep 3, 20214 min read
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