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...
by Eleonor Klopsch | Mar 19, 2026 | Insights
Key points The RBA hiked its cash rate for the second time this year by another 0.25% to 4.1% in response to inflation running above target and the War with Iran likely to boost it further. A further rate hike is highly possible, but the longer the conflict persists...
by Eleonor Klopsch | Mar 10, 2026 | Insights
Key points Uncertainty around the duration of the US/Israel war with Iran has intensified with oil prices spiking to $US119/barrel only to then plunge as President Trump hinted that the war may be close to over. This is in turn driving big gyrations in investment...
by Eleonor Klopsch | Mar 2, 2026 | Insights
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 disruption to the supply of oil, particularly through the Strait of Hormuz. This in turn could...
by Eleonor Klopsch | Feb 5, 2026 | Insights
Key points The RBA hiked its cash rate by 0.25% to 3.85% as widely expected in response to inflation running above target. Its commentary was cautious and hawkish with inflation now expected to stay above target for longer even with assumptions for two more rate hikes...
