Australian home prices getting hit by rate hikes and tax hikes – is the super cycle boom from the mid-1990s over at last?

From

Key points National average home prices were flat in May according to Cotality, the weakest since January last year. Prices fell further in Sydney and Melbourne, and the boom time... Read more continue reading

Weekly economic and market update – Week ending 29 May, 2026

From

Investment markets and key developments The past week has been dominated by developments around a US/Iran peace deal – but despite some gyrations its looking like a deal is on... Read more continue reading

Three reasons why it pays to be an optimist as an investor

From

Key points The combination of the natural human tendency to focus on bad news, expectations rising beyond the ability of the economy to deliver, the increased availability of information &... Read more continue reading

Weekly economic and market update – week ending 22 May, 2026

From

Investment markets and key developments Global share markets mostly rose over the last week with ongoing hopes for a deal to unblock the Strait of Hormuz and strong earnings data.... Read more continue reading

Investment outlook Q&A – oil, bond yields, the Budget and the RBA

From

Key points The oil supply shock remains a significant threat to economic growth and shares – particularly with the Strait of Hormuz remaining closed and oil reserves running down. It’s... Read more continue reading

The 2026-27 Budget – responsibility, productivity and fairness – or is it?

From

Key points The key changes are a wind back in negative gearing, the taxation of real capital gains, numerous moves to reduce regulation, and modest net budget cuts over five... Read more continue reading

Weekly economic and market update – week ending 24th April, 2026

From

Investment markets and key developments It was a messy ride for global share markets over the last week as there was little progress towards fresh US/Iran talks and the Strait... Read more continue reading

Weekly economic and market update – week ending 19 April, 2026

From

Investment markets and key developments Global share markets rose further over the last week on optimism for a peace deal with Iran, with US and Japanese shares rising to record... Read more continue reading

Nine key longer term consequences of the US/Israeli war with Iran

From

Key points Uncertainty remains high over the US/Iran War with a ceasefire declared but no agreement in talks so far. Tensions continue to remain high and oil flows remain restricted,... Read more continue reading

Weekly economic and market update – week ending 10 April, 2026

From

Investment markets and key developments Share markets rose sharply in the past week as the US and Iran announced a ceasefire with optimism this will ultimately lead to an end... Read more continue reading