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...
by Eleonor Klopsch | Dec 17, 2025 | Insights
Key points The key themes for 2025 were: tariff turmoil; global resilience helped by AI enthusiasm; sticky inflation; lower rates; and lots of geopolitical noise. For the third year in a row, returns were strong, albeit they slowed. 2026 is likely to see volatility...
by Eleonor Klopsch | Nov 27, 2025 | Insights
Key points With the latest surge in home prices relative to incomes housing affordability is at a new record low. This is adding to a slide in home ownership and rising inequality. The key to sustainably improving housing affordability is to better align immigration...
