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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 nice… 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 has… 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 fresh highs,… Read More

Post Image for Inflation, Private Credit, and Key U.S. Developments

Inflation, Private Credit, and Key U.S. Developments

On Melbourne Cup Day, while everyone else was busy placing bets, the market sat this… Read More

Post Image for Markets in Transition: Shifting Cycles, AI & Familiar Uncertainty

Markets in Transition: Shifting Cycles, AI & Familiar Uncertainty

We’re in the final stretch of 2025, and it’s not leaving quietly. The year has… Read More

Post Image for U.S. Economy: A Puzzle Without a Picture

U.S. Economy: A Puzzle Without a Picture

The economy today looks less like a finely tuned machine and more like a thousand-piece… Read More

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