12th June 2026 It's a question that used to have simpler answers. You trusted your doctor because they'd studied for a decade. You trusted your accountant because they'd seen your numbers for twenty years. You trusted the evening news because someone with a press pass had checked the facts before they went to air. [...]
17th April 2026 One of the defining features of periods like this is that the most important decisions are rarely the loud ones. They tend to be structural rather than tactical. Long‑dated rather than reactive. Quietly committed well before their consequences show up in markets or headlines. The announcement this month that Rolls‑Royce will [...]
20th March 2026 The past few weeks have been a clear reminder of how quickly global events can shift. What began as another geopolitical flare-up has escalated into something far more consequential — influencing markets, supply chains, sentiment and, as anyone who has filled their tank recently will know, everyday confidence. With so much [...]
17th October 2025 The past three weeks have centred on a key theme: the possibility of a prolonged period of higher domestic interest rates. This change in outlook — driven by more persistent inflation than expected — has led to the local investment landscape diverging from the global rally, creating distinct sector winners and [...]
15th August 2025 The Reserve Bank of Australia has downgraded its long-term outlook for productivity growth and warned the economy cannot sustainably grow faster than 2% per year, in a reality check a week before Treasurer Jim Chalmers’ Economic Reform Roundtable, where the government will discuss ways to boost productivity in a closed-door meeting [...]
18th July 2025 Following a brief retreat in late June, the ASX 200 regained momentum in July, setting a new record this week with the All Ord passing 9000pts!. A rally led by technology and healthcare stocks occurred after Nvidia announced plans to resume chip sales to China, while investors shrugged off Trump’s latest [...]
13th June 2025 Australian Market Update With the Federal Election in the rear view mirror along with an interest rate cut in late May, Australian financial markets have continued to be strong in recent weeks as if they can see the positive in everything. After rallying in May, the ASX 200 has traded notably [...]
16th May 2025 Australian Market Update Our market outperformed the US and global markets in April, rising by 3.6% and being broad-based. This was buoyed by the relatively low direct impact from US tariffs and improved domestic inflation data, which supported expectations for further RBA easing. Commodity prices were mixed, with gold rising sharply [...]
20th December 2024 Australian Market Update Welcome to the final edition of The View for 2024. December has been a classic case of what’s good for the economy (and workers) is bad news for interest rates and stocks. Unexpectedly strong labour figures released two weeks ago saw a hit to the ASX and any [...]
29th November 2024 Welcome to a special post-US Election edition of The View It’s been just three weeks since Donald Trump won the US Presidential Election and helped the Republican Party take back the Senate and Congress. Every US Presidential election has economic and global implications, none more so than now. We wrap up [...]
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