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23 July 2026
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From oil shocks to fractured alliances, the Iran war carries the hallmarks of a historic policy misstep - one that could tip an already fragile global economy into crisis.
Europe is undergoing a major transformation driven by security threats, US pressure, and a shift from austerity to growth. EU member states are taking proactive measures to enhance competitiveness and resilience.
The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.
Markets benefitted from peace for 40 years, but a military resurgence is now underway, fuelled by geopolitical tensions and technological advancements. Defence spending is soaring, offering potential opportunities for investors.
The Aussie dollar hit 80 US cents in late 2020 but has generally been in the 65-70 cents range for the last year. The exchange rate has a major impact on returns from unhedged offshore investments, so what's the outlook?
Stagflation occurs when economic growth slows (stagnation) and prices rise (inflation), and while this scenario has been evident for a while now, is it really the same as the last time, over 40 years ago?
Investors ask whether global supply chains were stretched too far and too complex, and following COVID, is globalisation dead? New research suggests the impact on investment returns will not be as great as feared.
China is approaching a 'Lewis turning point' at the same time it faces a demographic time bomb with its rapidly-ageing 1.4 billion population. How it solves these problems will have a massive impact on Australia.
China takes 40% of our exports and BHP, RIO and Fortescue generate 41% of Australian listed company profits. Trade tensions are hitting more companies and they need to diversify their revenue sources.
Australia prides itself on being an open, trading nation, but we rank a poor 106th in the world on trade system productivity. We have not digitalised, failing to set up a competitive recovery from COVID.
Our close links to China mean the impact of the virus could tip the local economy into recession and certain sectors such as resources, education and travel will be harder hit than others.
Free trade is more at risk than at any time in almost a century, and yet trade restrictions will increase prices for those who can least afford it, and prop up inefficient industries.
The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.
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.
Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.
The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.
The downfall of the giant and three lessons for investors.
Australia’s market boasts a long record of outperformance, but recent results tell a different story. Is the ASX’s lagging performance a temporary setback or evidence that structural forces will keep global markets ahead?