Insights

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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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