Insights

Market intelligence and strategic insights from our strategists.

What are the different types of super funds?

1 April 2025

Industry Super Funds This is the largest fund type in Australia, and includes providers like HostPlus, AustralianSuper, and HESTIA. Industry funds emphasise competitive fees, however these vary between funds, and…

Federal Budget Update 2025-26

27 March 2025

With a Federal Election anticipated within the next two months, the Government has introduced a strategic package designed to bolster voter confidence rather than implement substantial reforms. Revenue gains have…

Digital assets update

19 March 2025

What caused bitcoin to fall? Following US President Donald Trump’s election win, bitcoin surged over 45%, from $US75,000 on election day to a record high of $US109,000 in January. The…

ASX reporting wraps-up: Key themes investors should watch

11 March 2025

How did the market react to results? The Australian share market performed relatively poorly compared to previous half-year reporting seasons, with the ASX 200 index down roughly three per cent…

Nvidia posts record profit: How do they fit into the AI supply chain?

27 February 2025

How does the AI supply chain work? In 2024 210 companies in the S&P 500 commented on AI opportunities in their second quarter results presentations, up from the 5-year average…

RBA cuts rates: What does it mean for the economy and markets?

25 February 2025

Why did the RBA cut rates? The RBA decided to cut the cash rate from 4.35% to 4.10% last week, delivering its first rate cut in more than four years….

Trump announces tariffs: What do they mean for investors?

19 February 2025

What are tariffs? Tariffs are taxes imposed by a government on imported goods or services. They are used to make imported products more expensive, encourage consumers to purchase domestic products…

The End of Australian Bank Hybrids: Where to now for investors?

20 January 2025

What are hybrids? Also known as Tier 1 Capital, hybrids are securities predominantly issued by banks to raise capital, that combine elements of both debt and equity. Hybrids offer periodic…

Magnificent 7 Dominance Continues: But is the S&P 500 overly concentrated?

13 January 2025

What has driven the market’s returns? The S&P 500 has posted consecutive years of over 20% gains for the first time since the late 1990’s,[1] with the so-called ‘Magnificent 7,[2] stocks…

Beyond Traditional Fixed Income: The Rise of Private Credit

6 January 2025

Private Credit’s Market Expansion The past three years have witnessed the rapid growth of private credit as an alternative investment to traditional fixed income, with the market size increasing from…

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