International commentary: What’s driving markets this week

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“After months of policy turbulence and market swings, investors are pausing for breath. The August lull has come early, but shares are holding onto their rally since the April low.... Read more continue reading

SG Hiscock fund manager expects another volatile reporting season, but positive on the outlook for gold

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This August reporting season will be another volatile one, with share price reactions likely to be sharp and immediate, and consistent with recent reporting seasons, according to Phillip Li, co-portfolio... Read more continue reading

Australia’s population boom fuels investment tailwinds

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Australia’s surging population, propelled by a wave of overseas migration, is reshaping the economy and creating what boutique investment manager Datt Capital calls a structural investment opportunity across housing, healthcare... Read more continue reading

Volatility fatigue: Schroders 2025 mid-year investment outlook

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As global markets reach the midpoint of 2025, a complex and uncertain macroeconomic landscape is fuelling volatility fatigue, according to Schroders, in a new outlook released last week. The outlook... Read more continue reading

Australian equities to overcome a wall of worry

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The Australian market is set to trade higher for the rest of the year – potentially a further five to 10 per cent – according to Australian equities boutique fund... Read more continue reading

Beyond the US, the rebalancing of global capital

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The US has threatened to impose significant tariffs on several trading partners beginning on August 1st. The impacted countries are predominantly in Asia, notably Korea and Japan, but South Africa... Read more continue reading

Multiple catalysts to drive US earnings in 2026, current risks likely to dissipate

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After two outsize positive performance years in 2023 and 2024, U.S. equity markets are digesting a mixed bag of risks and opportunities this year. “In our opinion, the U.S. stock... Read more continue reading

Greater personalisation in retirement planning and advice could help boost projected annual income for Australian retirees by up to 50%

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A new study from Vanguard shows that depending on the complexity of their financial circumstances, Australian retirees could increase their projected annual incomes between 3-51% by incorporating personal and household... Read more continue reading

The ‘Gini’ is out of the bottle

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Recession proof (?) Recent global equity market price momentum has been strong despite ongoing policy uncertainty, escalated military conflict in the Middle East, and lower consensus economic growth forecasts. A... Read more continue reading

End of an era for easy gains in stocks markets 

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The conditions that allowed equity prices to gain over the last 30 years are shifting.   “On the nominal cash flow growth side, forces that once supported cash flows, such as... Read more continue reading