Insights

Market intelligence and strategic insights from our strategists.

Are Australia’s record dividends coming at the cost of growth?

8 September 2026

What did reporting season reveal about corporate Australia? Australian shareholders are preparing to receive a wall of cash. Two-thirds of listed companies increased the quantum of their dividends this reporting…

What have we learned from the 2026 ASX reporting season?

28 August 2026

What did the latest results reveal about corporate Australia? As the 2026 ASX reporting season draws to a close, investors are left with a picture that is neither disastrous nor…

Why have US equities risen while Australian shares have lagged?

15 May 2026

The divergence between US and Australian equity market performance since the outbreak of the Iran conflict has been significant. While US equities have delivered exceptionally strong returns, Australian shares have…

What did we learn from ASX reporting season?

5 September 2025

The ASX 200 rose 3% over the August 2025 reporting season, reaching record highs despite another year of declining corporate profits. This was driven by slightly better-than-expected earnings across much…

What are US Treasury Secretary Scott Bessent’s plans?

14 May 2025

What are US Treasury Secretary Scott Bessent’s plans?  While tariffs have been grabbing all the headlines, US Treasury Secretary Scott Bessent has recently added more colour to the administration’s broader…

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