Market
Insights

Market Commentary & Investment Outlook

Market Commentary & Investment Outlook

Central banks are winning the battle against inflation while global equities continue to show strength. The RBA remains cautious while China’s stimulus measures should support...

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Tale of Two Halves: August 24

Tale of Two Halves: August 24

Share markets experienced substantial volatility throughout the month, ultimately closing on a positive note. The period began with a contraction in early August, followed by a...

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Market Commentary & Investment Outlook

Market Commentary & Investment Outlook

The US Presidential Election is around the corner while global central banks continue to monitor key inflation indicators. We delve into policy implications if Trump is elected,...

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AI Mania: June 24

AI Mania: June 24

US equities continued higher in June, largely driven by gains in big tech as the NASDAQ was up 6% (Chart 1). Outperformers included electric vehicles and software; however, this...

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The US Presidential Election: May 24

The US Presidential Election: May 24

Global equity markets largely rose in May as US treasury yields fell the most in five months after the Federal Reserve’s preferred inflation indicator showed signs of cooling....

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Inflation Remains Sticky: April 24

Inflation Remains Sticky: April 24

One of the major narratives in April was the hawkish repricing of the chances that the US Federal Reserve (the Fed) will cut rates, with market confidence eroding from last...

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RBA Holds Cash Rate: March 24

RBA Holds Cash Rate: March 24

Global equity markets have ended the first quarter on a high note, with investors optimistic about the prospect of interest rate cuts later in the year. The MSCI World Index was...

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