News & Insights
Vance says Fed should lower interest rates: ‘Would be nice to have some help’
4 Sep 2026
The Federal Reserve should cut interest rates to make homes more affordable, Vice President JD Vance said Thursday, adding to the pressure President Donald Trump has placed on the central bank to cut borrowing costs. The remarks came days after Trump’s handpicked Fed…
Read moreThe one thing that caught Goldman Sachs’ notice this earnings season
4 Sep 2026
After the relentless barrage of ASX earnings announcements during the August reporting season, the one thing that stood out the most for Goldman Sachs was the number of companies that rallied on better-than-expected results only…
Read moreThe RBA’s fight against inflation has a new frontier – Instagram ads
First came the keynote speech and the fireside chat. Two years ago, press conferences after every monetary policy decision. Now the Reserve Bank of Australia is launching into the social media age – on Instagram.…
Stock futures are little changed following a record-setting day for S&P 500 and Nasdaq: Live updates
U.S. stock futures were little changed on Wednesday night after both the S&P 500 and Nasdaq Composite rose to fresh records during the regular session. S&P 500 futures and Nasdaq 100 futures both traded around the flatline. Futures tied to the Dow Jones…
Prediction markets will grow to $1 trillion by 2030, Bernstein estimates
Prediction market volumes are booming in 2026, on pace to more than quadruple this year alone and reach an estimated $1 trillion in the next four years, according to Bernstein. Source: https://www.cnbc.com/2026/04/14/prediction-markets-will-grow-to-1-trillion-by-2030-bernstein-says.html
Stagflation fears are making 60/40 strategies increasingly unworkable
Investors are being forced to rethink a decades-old rule of thumb – that bonds will save the day if sharemarkets become too choppy – with sky-high oil prices leading to stagflation fears and stymying debt…
These four charts show the risks and hopes facing choppy markets
An unsteady ceasefire. Marathon negotiations without a peace deal. Now a blockade of the Strait of Hormuz. Investors are bracing for a long period of uncertainty, unsure how the conflict in the Middle East will…
Wall Street Investors Block Out Market Volatility Triggered by War
It’s been two months since the war in Iran began, with no clear end in sight. But after some initial turbulence, Wall Street seems to be blocking out the noise. The S&P 500 Index has…
Market volatility may ‘weigh heavily’ on Gen Z, advisor says: How young investors can adapt
Source: https://www.cnbc.com/2026/04/14/gen-z-investors-stock-market-volatility.html
INVESTMENT COMMITTEE INSIGHTS – Structure, Selection & Scaling the Investment Framework [April 2026]
Meeting Date: FRIDAY, 10 APRIL 2026 “Structure, Selection & Scaling the Investment Framework” We are pleased to share a high-level summary of our latest Investment Committee Meeting, focused on the continued development of our high-conviction…
Inflation held sticky at 3% as U.S. headed into war with Iran, key Fed gauge shows
Source: https://www.cnbc.com/2026/04/09/core-inflation-was-3percent-in-february-as-expected-key-fed-gauge-shows.html
Orora shutters Middle East bottle plant and warns of big profit hit
Orora says earnings from its major Saverglass division will be up to a third lower than expected, and stop production at a facility in the UAE as it adjusts to the fallout from six weeks…