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...
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...
by Eleonor Klopsch | Aug 21, 2025 | Insights
Key points: Compound interest is an investor’s best friend but can be a borrower’s worst nightmare. The higher the return, the earlier and bigger the investment contribution and the longer the period the more it works. To make the most of it, ensure an adequate...
