Insights

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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…

How will banking deregulation impact the US economy?

24 October 2025

What’s changing in banking regulation under Trump and the Federal Reserve? The US Federal Reserve, with the support of the Trump administration, has proposed significant changes to post-2008 financial crisis…

What were the highlights from the US second quarter 2025 earnings season?

28 August 2025

US corporate profits in the second quarter (Q2) of 2025 have proven resilient, with the S&P 500 reporting 12.9% earnings growth and 80% of results exceeding investor expectations1. However, results…

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