Three ways Australian equities could outperform global markets – but Zenith isn’t betting on them yet

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A rollover in the artificial intelligence (AI) trade, an interest rate pivot by the Reserve Bank of Australia (RBA) and a sustained rise in commodity prices are the three catalysts... Read more continue reading

Capital goes where it’s told: Investors face a new fight for their savings 

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Investors with large holdings of US assets face a growing risk as governments across the developed world take steps to keep savings at home and direct them towards national priorities,... Read more continue reading

Private market portfolios to benefit from low entry points

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FinCap, the private markets investment platform, says some of the market conditions that produced the strongest private fund vintages of the past 25 years have returned, and recommends that investors... Read more continue reading

Australian bond markets look beyond the next RBA rate move

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Inflation keeps the RBA cautious, but the case for rate cuts is building When the RBA meets at the November board meeting, there will be a new set of forecasts... Read more continue reading

US midterms: toward divided government, fiscal deadlock, and sector-specific pressure according to Amundi

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US midterm elections will determine control of the House of Representatives and one-third of the Senate. All 435 House seats are up for election, along with 33 regular Senate seats.... Read more continue reading

Trend systems lead as bond sell-off stalls traditional asset

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The latest ECCM State of Trend report presents a broader view of the market. It shows that though traditional assets were roughly flat in Q3, due to a September sell-off... Read more continue reading

Wealthy Australians bullish on markets but keeping cash at the ready

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Australia’s high-net-worth (HNW) investors are optimistic about markets but keeping significant cash in reserve, as economic and policy uncertainty tempers their appetite to put capital fully to work. Praemium and... Read more continue reading

The bull case for global small and mid-caps remains intact, but risks are building

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The foundation of the global equity bull market remains earnings growth. Corporate profitability has continued to expand and forward earnings expectations remain supportive across major markets. Importantly, a significant portion... Read more continue reading

From earnings acceleration to earnings durability

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After an exceptional AI-driven earnings cycle in 2026, the investment debate is shifting to the sustainability of returns, the durability of demand and the economics of AI. Are the returns... Read more continue reading

Global property ‘still in early innings’ as fundamentals inflect higher

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Global listed property remains in the “early innings” of a potential recovery. While rising interest rates have created a level of uncertainty in global markets, improving real estate fundamentals, constrained... Read more continue reading