Markets News & Analysis
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From the desk of the CIO: Overreaction is never the right reaction
Disliking risk is only human but overreacting to short-term market noise usually does more harm than good.
markets
Chart of the week: Loan demand influenced by cash rate moves and volatility
New loan commitments continue to rise.
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What’s next for gold amid global market turmoil?
The price of gold whipsawed after Trump’s tariff pause, but has hit new highs.
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Chart of the week: What do Trump’s tariffs mean for the Australian economy?
Tariffs on China are in place and growing.
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Even with Trump’s rollback, tariffs would still damage the US economy
We’re expecting a major rise in inflation and see a high risk of a recession.
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This is what real market uncertainty looks like
If tariffs stick, the economic and investing landscape could be altered in unknown ways for years to come.
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Market Index Performance | March 2025
Our monthly update detailing the short- and long-term performance of major indices.
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Tariffs are a self-inflicted economic catastrophe for the US
Risks of recession have just gone up, while the standard of living could go down.
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Trump’s tariff announcement: Implications for Australian investors
What we know and don’t know about the impact of the tariffs.
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Chart of the week: Are markets attractive after correction?
With the Australian market briefly entering correction territory, has it become more attractive?
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Why tariffs will hurt US economic growth but likely won’t reduce the trade deficit
Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.
markets
US stock market outlook: Where we see opportunities in Q2
A bear market in AI stocks leads to more attractive valuations.
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Beyond the budget
The structural forces that powered iron ore through the last two decades look to have run their course.
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Trump is making the rest of the investment world great again
Are there more opportunities outside of the US?
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Chart of the week: Tariffs - our forecast for US GDP growth
Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.
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Riding out tariff turbulence
Ultimately, it makes more sense to hedge against many different outcomes and enjoy the benefits of diversification—the only ‘free lunch’ in investing.
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