Insights

Market intelligence and strategic insights from our strategists.

How did financial markets perform in 2025?

18 December 2025

Why did global equities rally despite tariffs and inflation? The S&P 500 surged more than 15% in 2025, marking its third consecutive year of double-digit gains. The rally was powered…

What do diverging RBA and Federal Reserve policy rates mean for markets?

15 December 2025

Why has the US Federal Reserve cut rates again? The US Federal Reserve lowered its benchmark federal funds rate by 0.25 percentage points to a range of 3.5%–3.75% at its…

What is the path for RBA interest rate cuts?

7 November 2025

What triggered the RBA’s change in tone on interest rates? The Reserve Bank of Australia (RBA) held the cash rate steady at 3.6% at its November meeting on Melbourne Cup…

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…

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