Insights

Market intelligence and strategic insights from our strategists.

Why are equity indexes flat despite rising volatility beneath the surface?

26 February 2026

The opening months of 2026 have been marked by a clear divergence in market behaviour: major equity indexes have held relatively steady, even as many individual stocks have undergone pronounced…

How is China navigating tariffs and the global AI race?

21 January 2026

How has China’s economy been performing? China closed 2025 with a record trade surplus of $US1.19 trillion, defying expectations that US tariffs would cripple its export machine1. Exports grew despite…

Why are US tech giants flooding debt markets to fund AI?

28 November 2025

What’s been happening in debt markets? The artificial intelligence (AI) boom has triggered one of the largest borrowing sprees in corporate history. US tech giants, Amazon, Alphabet, Meta, Microsoft, and…

How is AI impacting the Magnificent 7’s performance?

25 July 2025

How have the Magnificent 7 fared in 2025? The Magnificent 7 tech stocks, Nvidia, Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet, now account for around 35% of the S&P 500…

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