Insights

Market intelligence and strategic insights from our strategists.

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…

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