Greens shoots for global equity markets despite Trump 2.0 and a slowing US economy

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Trump 2.0 remains the focal point as markets head into the second half of 2025. There is greater clarity around the implication of the US administration’s policies on markets, and... Read more continue reading

HESTA welcomes 25% boost to Capacity Investment Scheme

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Yesterday’s Federal Government announcement is a welcome step forward in unlocking the scale of renewables investment needed to accelerate Australia’s transition to a low-carbon future. Australia is uniquely positioned to... Read more continue reading

Half-time recap: Tariffs, trade wars, and a turnaround

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The year started with palpable enthusiasm, with equity markets rejoicing around incoming President Trump’s pro-growth and deregulatory agenda. This optimism was further fuelled by strong corporate earnings and signs of... Read more continue reading

Uncertainty in the US opens more opportunities in Europe

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The heightened volatility and unpredictability of US trade policy has made Europe more attractive to investors seeking stability and certainty, according to Philippe Poggioli, managing partner of Access Capital Partners,... Read more continue reading

The case for true diversification amid overexposed markets 

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The significant changes in the funds management industry in the past decade have brought issues such as liquidity, correlation and diversification to the forefront, and created new risks for investors... Read more continue reading

Tariff uncertainty back with Asia in focus

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In July, the US administration surprised by announcing higher-than-expected tariffs on some major counterparts, notably 30% on Europe and 50% on Brazil, while extending the tariff pause until August Clarity... Read more continue reading

Atchison urges selectivity as rate cuts support risk assets

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Asset consultancy firm, Atchison has released its Tactical Asset Allocation (TAA) outlook for Q3 2025, identifying opportunities in international equities, and duration as central banks pivot towards interest rate cuts.... Read more continue reading

New Vanguard research findings estimate $185 billion in excess cash savings could be unlocked

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In a new Vanguard report, Core Components of a Successful Retail Investment System, Australia has been identified as one of only a handful of leading OECD countries where there is more money... Read more continue reading

New economic order of nationalism and onshoring to hurt global equities 

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A shift from global integration to a new era characterised by increasing nationalism and the return of manufacturing to domestic locations could harm the returns on equities, according to Chad... Read more continue reading

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