by Eleonor Klopsch | May 2, 2025 | Insights
Key points Investment markets are driven by more than just fundamentals. Investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts & why they can react in extreme ways to events. The key for investors is to be...
by Eleonor Klopsch | Apr 9, 2025 | Insights
Key points Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point Trump is likely to pivot towards focussing more on his market friendly policies and the Fed will step in with lower...
by Eleonor Klopsch | Mar 13, 2025 | Insights
Key points Share markets have fallen sharply in recent weeks as uncertainty around US President Trump’s policies have led to renewed concerns about the risk of recession at a time when share market valuations were stretched. It’s still too early to say markets have...
by Eleonor Klopsch | Mar 10, 2025 | Insights
Home prices turned back up again in February After a brief downswing, national average property prices hooked back up in February, reflecting the anticipation and then reality of the RBA starting to cut rates. Most cities saw gains between 0.2%mom to 0.4%mom with the...
by Eleonor Klopsch | Feb 27, 2025 | Insights
Share markets have so far been fairly resilient in the face of uncertainty around Trump’s policies particularly tariffs. However, nervousness is creeping in. This note looks at seven key charts worth watching. Key points So far shares have been relatively resilient...
by Eleonor Klopsch | Feb 13, 2025 | Insights
Key points US President Trump has announced tariffs on Canada, Mexico and China and is threatening more tariffs. The one-month delay to tariffs with Canada & Mexico is a sign they may be averted, but the uncertainty with more tariffs likely means a volatile ride...
