Post Image for Economic and Market Update - August 2026

Economic and Market Update – August 2026

August 2026 Reporting Season & Portfolio UpdateAugust gave us a lot to read: an… Read More

Post Image for Higher for Longer – But Not Everywhere

Higher for Longer – But Not Everywhere

The global economy continues to be shaped by two powerful and competing forces: a… Read More

Post Image for Inflation, Policy Shifts and a More Fragile Cycle

Inflation, Policy Shifts and a More Fragile Cycle

An Inflationary Expansion — For Now The global industrial recovery continues to broaden,… Read More

Post Image for February 2026 Reporting Season & Portfolio Update

February 2026 Reporting Season & Portfolio Update

As reporting season has drawn to a close, I was hoping to write a… Read More

Post Image for Economic Update: Rotation, Recovery and a More Nuanced Policy Landscape

Economic Update: Rotation, Recovery and a More Nuanced Policy Landscape

Recent market moves have been far more about rotation than deterioration. The ASX 200… Read More

Post Image for Economic Update: CY2026 Outlook - Late Cycle

Economic Update: CY2026 Outlook – Late Cycle

The setup: 2025 surprised on the upside. We started cautious as PEs pushed… Read More

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