Weekly economic and market update – week ending 17 October, 2025

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Investment markets and key developments Global shares were mixed over the past week with US and European shares recovering some of their sharp falls in the prior week but continuing

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Weekly economic and market update – week ending 10 October, 2025

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Investment markets and key developments Global share markets mostly rose again over the last week. US shares had a few wobbles on concerns about excessive valuations and a possible AI

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Bubble trouble – is AI enthusiasm driving a bubble in shares?

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Key points Rich share market valuations are warning of the risk of a pullback in shares amidst fears of a bubble and it’s possible that enthusiasm for AI has run

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Weekly economic and market update – week ending 3 October, 2025

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Investment markets and key developments Share markets rose strongly over the last week, with optimism for further US rate cuts offsetting the start of another US partial government shutdown. Helped

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Advisers tip managed portfolios into the mainstream: North launches inaugural insights report

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Key points Newly-launched biannual report by North explores why 2025 is a tipping point for managed account adoption 24.6% annual increase in AUM for managed accounts in Australia, rising to

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Weekly economic and market update – week ending 26 September, 2025

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Investment markets and key developments Despite a bounce on Friday US shares fell 0.3% over the last week as expectations for Fed rate cuts were wound back, but Eurozone shares

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Medium term investment returns face five key constraints

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Key points Five mega trends still point to risks of a more inflation prone/lower growth environment than pre-pandemic. These are: a move away from economic rationalist policies; the reversal of

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Half of us financially insecure about retirement

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AMP has launched the Retirement Confidence Pulse, a new national barometer tracking how financially confident Australians feel about life after work. The inaugural Pulse score is 50/100 – a wake-up

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Weekly economic and market update – week ending 19 September, 2025

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Investment markets and key developments Global shares mostly rose over the last week as the Fed resumed cutting rates. US, European and Japanese shares all rose but Chinese shares fell

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Gold at record highs – can it keep going? Implications for investors  

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Key points The gold price has surged to record highs. Key drivers have been central banks increasing their gold reserves, rate cuts, a renewed downtrend in the $US and demand

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