Market
Insights
Market Commentary & Investment Outlook Q1 2025
A turbulent first quarter is followed by Liberation Day Tariffs that sent the markets tumbling and the VIX soaring. What is the global outlook amid these trade wars, and how...
Bitcoin: Through the Wealth Manager’s Lens
As cryptocurrencies, particularly Bitcoin, continue to capture headlines, wealth managers are increasingly being approached to comment on their role in portfolios. The global...
Tensions Emerge in the Oval Office Meanwhile the RBA Finally Cuts Rates: February 25
Markets closed quite mixed in February, with some weakness in local and American stocks while European and Chinese equities continued higher. The ASX200 ended the month down...
The Death and Potential Rebirth of the Significant Investor Visa (SIV)
The Australian government's recent closure of the Significant Investor Visa (SIV) marked a notable shift in the nation's immigration and economic strategies. However, as...
Markets Navigate Trump 2.0: January 25
Global equity markets had a strong start to the year, as investors reacted positively to lower than expected inflation figures which bodes well for risk assets. Over the month of...
Market Commentary & Investment Outlook
The outcome of the presidential election triggered a broad rally in November, while long-term treasury yields rose despite the US Fed's ongoing cuts to the federal funds rate....
Risk Assets Surge on Trump Presidency: November 24
November trading was primarily centred around the US election and its aftermath, with US equities significantly outperforming their global counterparts. The NASDAQ surged over 6%...
Markets React to Fed’s Path and US Election: October 24
Markets pause for breath as investors digest monetary policy shift and upcoming US Election Global equity markets showed mixed performance in October, with most major indices...
Central Banks are Winning the Battle Against Inflation: September 24
US stocks leaped to record highs after the Federal Reserve (Fed) delivered a higher-than-expected interest rate cut of 50 basis points to 4.75-5.0% at the September FOMC meeting....