Insights

Market intelligence and strategic insights from our strategists.

How could looser bank capital rules impact the US economy?

23 March 2026

What exactly has changed in bank capital regulation, and why now? US regulators have announced a significant recalibration of bank capital rules, marking one of the most consequential shifts in…

What does the private credit sell‑off reveal about market risks?

6 March 2026

The latest turbulence across private credit markets has raised concerns among investors who have grown accustomed to years of rapid inflows, steady returns and the promise of insulation from public‑market…

What will shape financial markets in 2026?

16 January 2026

What are the three big messages for investors in 2026? As we enter 2026, markets are buoyed by optimism but shadowed by risk. AI-driven investment and fiscal stimulus continue to…

What’s driving cracks in the $US3 trillion private credit market?

24 November 2025

What has sparked the latest concerns about private credit? Private credit has rapidly evolved into one of the fastest-growing segments of global finance, expanding from roughly $US2 trillion in 2020…

ASIC warns of hidden risks in Australia’s $200B private credit market

19 November 2025

Private credit has rapidly grown in popularity in Australian investment portfolios, offering attractive yields and diversification for investors willing to look beyond traditional bank lending. In our previous article, we…

What are ASIC’s concerns with La Trobe Financial and private credit?

15 October 2025

What is private credit? Private credit refers to lending by non-bank institutions, such as asset managers, to borrowers who may not qualify for traditional bank loans. These loans are typically…

How are higher bond yields impacting Japanese financial markets?

10 October 2025

Why are Japanese bond yields rising? After nearly a decade of ultra-loose monetary policy and near-zero interest rates, Japanese government bond (JGB) yields have risen to their highest levels in…

Why are US mortgage rates remaining high despite Federal Reserve rate cuts?

3 October 2025

What’s keeping US mortgage rates elevated? Despite the Federal Reserve’s recent interest rate cuts, including at its September 2025 meeting, US mortgage rates remain stubbornly high. Unlike credit cards or…

Why have US credit spreads fallen to multi-year lows?

22 August 2025

What’s been happening with US credit spreads? US credit spreads—the gap between US companies’ borrowing costs and US Treasury yields—have tightened to their lowest levels in over a decade1. Credit…

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