News & Insights
INVESTMENT COMMITTEE INSIGHTS – Growth, Governance & Building Resilient Portfolios [May 2026]
13 May 2026
“Growth, Governance & Building Resilient Portfolios” We are pleased to share a high-level summary of our latest Investment Committee Meeting, focused on business growth, portfolio implementation, investment governance, and diversified portfolio construction in an increasingly…
Read moreMarkets raise chances for a Fed rate hike following hot inflation report
13 May 2026
Traders moved further away Tuesday from expecting any Federal Reserve interest rate cuts and in fact began anticipating a higher probability that the next move would be a hike. Source: https://www.cnbc.com/2026/05/12/markets-raise-chances-for-a-fed-rate-hike-following-hot-inflation-report.html
Read moreAustralians scramble for Wall Street’s AI boom despite crash fears
Australian investors are piling into American technology giants at a furious pace as they scramble for exposure to an artificial intelligence trade that has sent Wall Street to records despite warnings from major fund managers…
CBA lifts bad debt buffers as quarterly profit rises
Commonwealth Bank said inflation and interest rate rises will weigh on household spending and business activity, as it reported a $2.7 billion cash profit for the March quarter, up 4 per cent on the prior…
IFM Investors’ hostile bid spurned by Atlas Arteria shareholder
ClearBridge Investments, a long-term shareholder in Atlas Arteria, says it will reject IFM Investors’ $6.9 billion hostile takeover offer because it undervalues the company’s assets. Andrew Chambers, portfolio manager at Melbourne-based ClearBridge who specialises in…
The stock market isn’t ignoring Iran. It’s rising for these three very real reasons
Source: https://www.cnbc.com/2026/05/12/the-stock-market-isnt-ignoring-iran-its-rising-for-these-three-very-real-reasons.html
Inflation reading Tuesday expected to show prices at nearly a three-year high
An inflation reading due Tuesday is expected to show price gains at their highest level in nearly three years, setting up potential challenges for investors and Federal Reserve officials alike. April’s consumer price index, a broad…
Alphabet poised to become world’s biggest company
Over the past year, Alphabet has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI…
Stagflation risks leave Australian market trailing global peers
The ongoing tumult in geopolitics has triggered wildly different responses across markets, with Wall Street soaring even as the local bourse slumps, and oil and bond traders brace for a protracted hit from the Iran…
ASX to rise, S&P 500 extends its run
Australian shares are set to open higher, bolstered by further gains in New York where both the S&P 500 and the Nasdaq Composite each reset their record highs to start the week. Energy shares paced…
Stock futures are little changed as traders await inflation reading, monitor Iran war developments: Live updates
U.S. stock futures hovered near the flatline on Monday night as traders looked ahead to the release of April’s consumer price index reading. S&P 500 futures were marginally higher, and Nasdaq 100 futures added 0.1%. Futures tied to the Dow…
Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
Source: https://www.cnbc.com/2026/05/09/nvidia-embraces-ai-investor-topping-40-billion-in-equity-bets-2026.html