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

Block Earner announces crypto-backed home loans

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Block Earner, one of Australia’s leading digital asset fintechs, has launched the country’s first Bitcoin-backed home loan, allowing crypto holders to use Bitcoin as security for deposit finance to enter... 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

The end of the 90 day US tariff reprieve is over for now

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The U.S. administration has decided to delay its self-imposed deadline for implementing reciprocal tariffs until August 1. Reciprocal tariffs, originally announced on April 2, also known as “Liberation Day,” saw... Read more continue reading

Bitcoin pushes to another all-time high

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“Bitcoin breaching US$120,000 is more than a milestone, it is a marker of how deeply embedded digital assets have become in institutional portfolios,” says Rachael Lucas, BTC Markets Crypto Analyst.... Read more continue reading

The ESG thematics impacting investment portfolios

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As the responsible investment landscape matures, it is no longer enough to simply “tick the box” on ESG and sustainability. The issues shaping portfolio risk and return are becoming more... Read more continue reading

US market mispricing economic slowdown with four Fed rate cuts and higher bond yields expected

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US growth is projected to decrease in the next two quarters of 2025, suggesting a potential economic slowdown, but according to portfolio manager at Payden & Rygel, Eric Souders, US... Read more continue reading