Share market falls – seven key things for investors to bear in mind

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Key points Share markets have fallen sharply in recent weeks as uncertainty around US President Trump’s policies have led to renewed concerns about the risk of recession at a time... Read more continue reading

The 2025 Australian Federal election – implications for investors

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Key points Australian election campaigns tend to see uncertainty driving weak gains for shares, followed by a bounce. Labor is offering more of the same whereas the Coalition is offering... Read more continue reading

Weekly economic and market update – week ending 7 March, 2024

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Investment markets and key developments Global share markets were mixed over the last week. US shares were whacked by ongoing tariff uncertainty and this also weighed on Japanese shares. But... Read more continue reading

Australian home prices turning back up again

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Key points CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. The upswing came in anticipation of, and then confirmation of,... Read more continue reading

Weekly economic and market update – week ending 28 February, 2025

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Investment markets and key developments Global share markets fell again over the last week on the back of increasing concerns about the economic outlook with weaker data out of the... Read more continue reading

Seven key charts for investors to keep an eye on

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Key points So far shares have been relatively resilient but uncertainties are mounting particularly around Trump’s policies. We remain upbeat on a 12-month view but expect a rougher more constrained... Read more continue reading

Weekly economic and market update – week ending 21 February, 2025

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Investment markets and key developments While US shares rose slightly over the last week making a new record high gains were tempered by concerns about consumer spending. Meanwhile shares fell... Read more continue reading

Weekly economic and market update – week ending 14 February, 2025

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Investment markets and key developments Global shares rose over the last week helped by hopes that Trump’s tariffs won’t be as bad as feared following more delays to their start... Read more continue reading

Investment outlook Q&A – Tariff man and Aust exports, the RBA, $A & gold

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Key points Trump’s tariff war has potentially another 6-9 months to go at least. This poses an ongoing threat to shares, but their relative resilience so far risks emboldening Trump... Read more continue reading

More Trump tariffs (and deals) – implications for investors and Australia

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Key points US President Trump has announced tariffs on Canada, Mexico and China and is threatening more tariffs. The one-month delay to tariffs with Canada & Mexico is a sign... Read more continue reading