Markets News & Analysis
markets
US stock market outlook: Where to find value after April’s rally
Our reallocation strategy is working as intended. Opportunities remain in AI, tech, and small-caps.
markets
Market Minute: Earnings deliver, but inflation threat remains
Strong tech results lift markets, but rising oil prices and inflation risks are complicating the outlook.
markets
US markets brief: We’re already living in an AI-driven economy
Plus: Magnificent Five earnings, regional Fed presidents flex their muscles, and jobs report on deck.
markets
Private Credit headwinds move onshore
How the US private credit problem will play out in Australia.
markets
Market Minute: Inflation, rates, and why Australian shares are lagging
Expectations that inflation will come in strong will likely influence next month’s RBA cash rate decision. In markets, Australian shares, particularly banks, are lagging compared to global counterparts.
markets
Has the US stock market gotten any less concentrated?
Even after tech stocks fell out of favor in the first quarter, market concentration is well above its long-term levels.
markets
Market Minute: IMF downgrades global growth
Geopolitical tensions persist, with stop-start ceasefire talks driving market volatility, and the IMF downgrading global growth as the result of the conflict
markets
5 trends to watch in a post-Iran war landscape
Among the trends, expect higher oil prices for longer, reshoring, energy saving, and a better outlook for gold.
markets
War can’t be good, can it?
War brings immense human suffering and geopolitical chaos, but historically, equity markets have shown a certain detachment and resilience amid conflict, leading to increased profitability despite initial panic.
markets
What war? US stocks hit record highs
Analysts credit robust earnings, decent valuations, and continued hopes of a resolution as helping the market overcome the war and other concerns.
markets
Market Minute: Markets continue to experience gains despite uncertainty
Conflict in Iran continues, but with no major sell-offs, there are few obvious buying opportunities.
markets
US inflation spikes in March as economists warn of spillover effects in the months ahead
Long-term inflation expectations remain low, but economists say higher energy costs could curb near-term consumer spending.
markets
Market Index Performance | March 2026
Our monthly update detailing the short- and long-term performance of major indices.
markets
Analysts: US-Iran ceasefire won’t mean a quick return to market normalcy
Oil prices are seen remaining elevated, with market volatility likely continuing.
markets
Market Minute: Conflicting messages mean ups and downs
Iran is still a focus, with mixed messages from the U.S. government. Plus, what do 100% tariffs mean for Australian pharmaceuticals?
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