by Eleonor Klopsch | Oct 22, 2025 | News & Articles
Market Overview September was a generally strong month for most asset classes. Gold, emerging market equities, and international growth equities (think the Magnificent 7 and AI/tech adjacent companies) continued to perform. Australia was a modest outlier,...
by Eleonor Klopsch | Oct 1, 2025 | Market Movements
Stay up to date with what’s happened in the Australian economy and markets over the past month. Australia’s economy showed resilience in September, with inflation remaining sticky and the RBA holding rates steady at 3.6%. Despite the August/September period noted for...
by Eleonor Klopsch | Sep 25, 2025 | Insights
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 globalisation; rising geopolitical tensions; climate change and...
by Eleonor Klopsch | Sep 17, 2025 | Insights
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 for a hedge against public debt worries and geopolitical threats. While gold is short-term...
by Eleonor Klopsch | Sep 11, 2025 | Insights
Key points Australia is seeing a gradual economic recovery with growth likely to reach 2.5% next year. This in turn is underpinning a likely upswing in profits. The RBA is expected to cut again in November, February and May to 2.85%, although the risk is on the...
