Economy
2025: The year the world chose direction
18 December
History rarely announces itself in dramatic bursts. More often, it reveals itself through quiet turning points — moments when trends harden into realities and choices can no longer be postponed. 2025 was one of those years. It did not deliver a...[Read More]
The gift of trust: How talking about us strengthens our business and community
4 December
Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]
We remain positive on markets but recommend active management to reduce increasing risk in portfolios
3 December
Key points The major themes dominating markets are: Strong returns driven by optimism on Artificial Intelligence (AI) prospects, lower US interest rates, strong corporate profit results and a truce in China-US trade tensions Global market share...[Read More]
How Australia’s economic evolution creates new wealth opportunities
8 October
A recent study by leading Australian universities, Five Economic Themes That Will Dominate the Next Parliament1 has identified five economic themes shaping the next Parliament. While these represent significant shifts, they also create exciting new...[Read More]
Markets remain positive despite increasing uncertainty and slowing growth in the developed world
17 September
Key points The major themes dominating markets are: Slowing economic growth in the developed world, primarily due to President Trump’s ongoing global tariff war, continuing geopolitical tensions, rising budget deficits and government...[Read More]
Where Are We Now and Where Are We Heading?
19 March
Following an excellent year for investors, we expect lower returns in 2025, with increasing opportunities for active managers. The major themes dominating markets: US stocks continue to dominate global markets, at 74% of global market...[Read More]
Dutton weighs in on RBA amid banana price rise warning
13 February
Inflation pressures could resurface if the Reserve Bank cuts rates prematurely, Opposition Leader Peter Dutton has warned amid fears the north Queensland floods could push up grocery prices. The devastating floods, which have led to two deaths, have...[Read More]
Trump tariffs could boost case for rate cut: economists
13 February
Even if Australia is exempted from US President Donald Trump’s tariffs, the indirect impact of a global trade war on the domestic economy is likely to be larger than any imposts on exports. With steel and aluminium exports to the US making up just...[Read More]
Interest rate cut hopes rise on soft inflation print
30 January
Interest rate relief could be around the corner after underlying inflation came in below expectations. Core inflation fell to 3.2 per cent in the year to December, opening the door for the Reserve Bank of Australia to cut the cash rate at its next...[Read More]
Strong jobs growth data deflates February rate cut hope
23 January
Australia’s jobs market continues to show “remarkable” resilience with stronger than expected employment growth tempering hopes of a February rate cut. About 56,000 jobs were added to the economy in December, the Australian Bureau of...[Read More]
Tax changes ruled out as treasurer launches food fight
23 January
The treasurer has poured cold water on any new taxes, saying Labor is focused on targeted cost of living relief. Asked whether Labor would bring any new taxes to the upcoming federal election, Jim Chalmers said, “no, our focus is on the tax...[Read More]
Consumer spending plunge brightens hopes of rate cut
16 January
Australians pulled back sharply on purchasing household goods after bringing forward spending during Black Friday and Cyber Monday sales. Consumer spending fell 1.8 per cent in December after a rise in November, with financially stretched households...[Read More]
As dollar dips towards 60c, tariff threat may Trump all
16 January
The odds of a February interest rate cut have been slashed but the falling Australian dollar could spell trouble for households hoping for an overseas holiday. The Aussie dollar fell to 61.85 US cents on Monday – its lowest level against the...[Read More]
Consumers feel finances slide but hold hope for future
16 January
Australians are feeling increasingly pessimistic about their household finances even as signs suggest the economy is set to improve. Consumer confidence slipped in the latest survey from Westpac and the Melbourne Institute, with sentiment declining...[Read More]
Early rate-cut hopes alive as core inflation eases
9 January
Mortgage-holders and a prime minister in election mode are hoping an encouraging step down in underlying inflation will pave the way for a February interest rate cut. Economists were generally heartened by official monthly inflation numbers, though...[Read More]