Five charts on investing to keep in mind in uncertain times like now

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Key points The US intervention in the war with Iran has substantially increased the risk of disruption to global oil supplies and a deeper impact on share markets. But predicting

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Weekly economic and market update – week ending 20 June, 2025

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Investment markets and key developments Share markets were mixed over the last week as the escalating Israel/Iran war, with rising signs that the US may join in risking a disruption

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Here we go again! The threat from the Israel/Iran war

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Key points So far, the Israel/Iran war is limited, and various constraints suggest it may stay that way with Iran reportedly wanting to return to talks. It’s still early days

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Weekly economic and market update – week ending 13 June, 2025

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Investment markets and key developments Global shares had a messy week pushed around by tariff news in the US, better than expected US inflation data and Israel’s attack on Iran’s

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The risk of a US public debt crisis – and implications for shares

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Key points US tax cuts point to ongoing budget deficits around 7% of GDP, a rising trend in already very high public debt and a further rise in already record

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Weekly economic and market update – week ending May 31, 2025

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Investment markets and key developments Global shares mostly rose over the last week as Trump backed down again on tariffs on Europe, the US Trade Court found most of Trump’s

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Weekly economic and market update – week ending 23 May, 2025

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Investment markets and key developments Shares were mixed over the last week. US, European and Japanese shares were flat to down slightly after the huge rebound since the April lows

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Trump’s policies and the equity risk premium – the good, the bad & the ugly

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Key points Helped by President Trump’s backdown on tariffs, shares have rebounded to within 3-4% of their record highs. The good news is that the last month highlights that Trump

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Weekly economic and market update – week ending 9 May, 2025

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Investment markets and key developments Shares were mixed over the past week. Despite the Trump administration talking up trade deals US shares fell slightly, but Eurozone shares rose slightly, and

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Labor returned to Government in Australia – key challenges and risks

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Key points The return of Labor with an increased majority basically means more of the same in terms of key economic policies. The key challenges for the Government are to

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