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 Economic Update - All Time High, Real-Time Risks

Economic Update – All Time High, Real-Time Risks

June unfolded as a pivotal month for global markets, delivering a full slate of macroeconomic… Read More

Post Image for Economic Update - Easing Monetary Policy

Economic Update – Easing Monetary Policy

The US Federal Reserve cut rates by 50 basis points, marking the start of its… Read More

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