Gulf War 3 – the threat to economies and markets from the US/Iran war

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Key points The start of a war between the US and Israel and Iran poses the risk of a significant disruption to global economic growth given the likelihood of significant

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Weekly economic and market update – week ending 27 February, 2026

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Investment markets and key developments While US shares were flat over the last week as AI and tech related worries continued to impact, other global markets continued to benefit from

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The outlook for Australian shares – is the long underperformance over?

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Key points Over the long-term Australian shares have been a relatively strong performer, but it does go through relatively long periods of out and underperformance versus global shares. We see

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Weekly economic and market update – week ending 20 February, 2026

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Investment markets and key developments Global share markets mostly rose over the last week as worries about AI and tech valuations took a breather but concerns about a US strike

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Nine key charts for investors to keep an eye on

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Key points This year has started off rather messy with geopolitical threats and worries around AI disruption and valuations. We are mildly upbeat on shares for the year but see

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Weekly economic and market update – week ending 13 February, 2026

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Investment markets and key developments US shares fell over the last week on the back of ongoing concerns about AI disruption, excessive related capital spending and tech sector valuations. However,

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Inflation, rate hikes and public spending – Q&A

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Key points Keeping inflation low and around target is important in terms of maximising living standards in Australia. We are optimistic that much of the recent rise in inflation will

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Weekly economic and market update – week ending 6 February, 2026

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Investment markets and key developments Global share markets mostly fell over the last week amidst increasing worries about tech valuations and overinvestment in AI, some weak US jobs data &

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Weekly economic and market update – week ending 30 January, 2026

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Investment markets and key developments Global shares were mixed over the last week amidst ongoing US tariff threats, fears of a US strike on Iran, some mixed US earnings news

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Weekly economic and market update – week ending 23 January, 2026

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Investment markets and key developments Global shares fell over the last week on fears of a trade war between the US and Europe over Trump’s desire to get Greenland. While

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