News & Articles
Stay up to date with our latest news and articles
The super cycle bear market in bonds and the return of “bond vigilantes” – implications for investors
Key points Bond yields are being pushed higher by concerns about inflation, high public debt, rising corporate borrowing, rising Japanese bond yields and increasing economic uncertainty. This is part of a super cycle rise in bond yields that started in 2020, partly...
The Australian home price downturn deepened in August, with more to go
Key points The slump in national average home prices continued in August with prices down 0.9% according to Cotality, their fifth monthly fall. The fall in July was revised down to -1.2%. Further falls are likely as we continue to expect another RBA rate hike by...
Market Movements and Economic review video September 2026
Stay up to date with what’s happened in the Australian economy and markets over the past month. Australia's economic performance over August was characterised by a distinct "two-speed" slowdown, where inflation pressures persisted amidst overall subdued growth....
Why investors need to treat forecasts with caution
Key points The increasing noise around investing – associated with a messier economic and geopolitical backdrop along with an explosion in information flow and the rise of social media – is arguably accentuating a desire for investment experts (or “influencers”) to...
AI is changing everything. Does your portfolio need to?
It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From headlines about trillion-dollar technology companies to predictions that entire industries will disappear, we are being bombarded with AI...
Another hawkish RBA hold at 4.35% – expect one more hike later this year
Key points The RBA left the cash rate on hold at 4.35% for the second meeting in a row. Some softer than expected readings for underlying inflation, jobs and home prices allowed it to remain in wait and see mode as it “assesses” the impact of the three rate hikes...
Market Movements and Economic review video August 2026
Stay up to date with what’s happened in the Australian economy and markets over the past month. July provided some welcome signs for the Australian economy, with inflation easing more than expected last month, cooling bets of interest rate hikes in the short term....
July 2026 Newsletter
Dear Clients and Friends, I hope you are keeping well and have enjoyed some time with family and friends over recent weeks. With another financial year now behind us, it is a natural opportunity to reflect on what has been achieved and to look ahead with renewed...
Was life really better in the good old days
Key points Angst about economic conditions has been running high in recent times. This is evident in chronically low consumer confidence readings and a downtrend in measures of happiness. It’s also arguably evident in the rise of populist parties globally and more...
Travel – your passport to feeling young
Forget expensive creams, doing push-ups, or pretending you like kale. The real anti-aging secret might be digging out your carry-on bag. Travel, it turns out, is basically a spa treatment for your brain, your body, and your soul, except, instead of coconut water,...
Preparing for an Inheritance
What It Means for Your Wealth Plan Australia is in the early stages of the largest transfer of wealth it has ever seen. Over the next two decades, trillions of dollars will move from one generation to the next — and for many families, an inheritance will end up...
“Steady as she goes” July 2026
Steering Through Changing Conditions July 2026 Quarterly Investment Perspective As we move into the second half of 2026, one truth keeps proving itself, quarter after quarter: uncertainty isn't a threat to long-term wealth — it's the very environment it's built in....
Market review and the outlook ahead – July 2026
Market Overview At the time of writing in June, the good news was that the Strait of Hormuz had reopened and oil was flowing once again, following the ceasefire agreement reached between the US and Iran. As we understood it, oil and gas executives had warned the US...
Why have Australian living standards fallen and how do we fix it?
Key points Falling real wages and a surge in tax and interest payments over the last five years have led to a slump in Australians’ living standards. But a broader driver of the malaise in living standards has been a slump in productivity growth from over 2% pa in...
Market Movements and Economic review video July 2026
Stay up to date with what’s happened in the Australian economy and markets over the past month. June delivered a mixed picture for the Australian economy as the new financial year begins. Headline inflation eased, but underlying inflationary measures rose to their...
Teflon share markets – 5 reasons they’re so resilient despite lots of worries
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...
The RBA undertakes a hawkish pause – we continue to expect a further rise in rates
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...
Winter 2026
As we step into the first month of winter and approach the end of the financial year, attention is turning to the resilience of the economy and households. May delivered mixed signals for the Australian economy as inflation eased slightly to 4.2% in April from 4.6%...
The art of leaning into winter
As the days grow shorter and the mornings a little crisper, winter is quietly making its entrance. In some places it brings frosty weather and extra layers, while in others it is a gentle shift with cooler evenings and a respite from the heat. Either way, the...
Investing for the next generation
For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades to come. But one of the greatest risks to that legacy can be the challenge of dealing with...
Get prepared for June 30
Tax time is just around the corner, so now is the time to get ahead and find out what strategies may be available to you before 30 June. Time for a portfolio review A good first step is to review your investment strategy. With recent market volatility, things may...
