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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The investment outlook for 2026 – expect a rough but, ultimately, ok ride

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Key points 2025 was another strong year for investors with shares up strongly on the back of better than feared growth and profits and global central banks cutting rates. Balanced

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Weekly economic and market update – week ending 16 January, 2026

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Investment markets and key developments Global shares were mixed over the last week. US shares fell slightly with an ongoing rotation out of tech shares and worries about Fed independence.

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Weekly economic and market update – week ending 12 December, 2025

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Investment markets and key developments Global shares mostly rose over the last week, as the Fed cuts rates and its commentary was mostly friendly for risk assets.  US shares broke

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