by Eleonor Klopsch | Jun 24, 2026 | Insights
Key points Despite lots of threats over the last 18 months share markets have proved to be remarkably resilient. This likely reflects a combination of: President Trump’s desire for shares to rise; economic activity data right here right now has been okay; earnings...
by Eleonor Klopsch | Jun 18, 2026 | Insights
Key points After three consecutive rate hikes the RBA left rates on hold at 4.35% at its June meeting. However, the RBA retained a tightening bias noting that inflation Is “still too high” and is likely to remain so for some time and that it will do whatever is...
by Eleonor Klopsch | May 20, 2026 | Insights
Key points The oil supply shock remains a significant threat to economic growth and shares – particularly with the Strait of Hormuz remaining closed and global oil reserves running down. It’s contributing to rising bond yields and putting pressure on share market...
by Eleonor Klopsch | May 7, 2026 | Insights
Key points The RBA hiked its cash rate for the third time this year by another 0.25% to 4.35% in response to inflation running above target and concerns that it will likely remain so for longer given price pressures partly flowing from the War with Iran, threatening...
by Eleonor Klopsch | Apr 22, 2026 | Insights
Key points The upcoming Budget is an ideal opportunity to reframe government policy to put the economy onto a stronger path. The latest global crisis adds to the case for this. The five key things the Budget needs to do are: limit any “cost-of-living” relief; cut...
by Eleonor Klopsch | Mar 24, 2026 | Insights
Key points The War with Iran has led to a surge in oil prices & worries of stagflation which has pushed share markets sharply lower. Predicting how this will all unfold is hard.The key is to stay focussed on the basic principles of successful investing. These five...
