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20 June 2026
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A 'hard landing' scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.
Retail Chinese investors turned away from their local property market as prices began to fall, just as margin loans and access to the stockmarket became easier. The market doubled in a year, but what about valuations?
Investors often focus on the movement in bond prices caused by changes in interest rates, but except (usually) for government bonds, credit quality also has a major impact on prices.
Advances in technology have allowed peer to peer lending to thrive, offering credit to more potential borrowers at lower interest rates than those offered by banks. How does it work and will it last?
Many high yield investors assume the past will be a good indication of the future. A failure to correctly understand the past has led to common but dangerous myths about high yield credit.
Findings from three recent seminal papers highlight the rapidly growing levels of debt across the world, which at some time is likely to impact future investment returns and economic growth. Are you prepared?
Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.
Something unusual is happening in markets. The winners are pulling further ahead at an extraordinary pace. As return dispersion hits extreme levels, volatility is rising and the investing landscape is becoming harder to navigate.
Extreme wealth concentration is no longer just a side effect of growth. As inequality deepens, its consequences are shifting from a social concern to a broader threat to economic stability and democratic resilience.
AI exuberance is colliding with economic reality. Cracks are emerging as spending surges, ROI remains uncertain and enterprise behaviour shifts. The next phase may look less like an expansion and more like a reckoning.
The 2026 budget has reignited Australia’s tax reform debate, but more work remains. Beneath the surface lies a harder question: what structural reforms are needed to make the country's tax system fit for the future?
The Budget's negative gearing changes defer deductions rather than deny them, yet a worked example shows quarantining can halve the tax benefit's present value for buyers of established dwellings.
In just four years, Australia's private capital landscape has transformed. We are seeing changes across who deploys capital, how deals are structured and why new platforms and investor pathways are rapidly emerging.