Markets News & Analysis
markets
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.
markets
Trump’s tariff announcement: Implications for Australian investors
What we know and don’t know about the impact of the tariffs.
markets
Chart of the week: Are markets attractive after correction?
With the Australian market briefly entering correction territory, has it become more attractive?
markets
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.
markets
Beyond the budget
The structural forces that powered iron ore through the last two decades look to have run their course.
markets
Trump is making the rest of the investment world great again
Are there more opportunities outside of the US?
markets
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.
markets
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.
markets
Market outlook: How investors with US shares should respond to tariffs, uncertainty in March
Focus on the fundamentals amid the uncertainty of Trump’s on-again, off-again tariffs.
markets
What we’ve learned from 150 years of stock market crashes
Though they varied in length and severity, the market always recovered and went on to new highs.
markets
Market Index Performance | February 2025
Our monthly update detailing the short- and long-term performance of major indices.
markets
Chart of the week: To hedge or not to hedge your portfolio?
The Chart of the Week looks at hedged vs. unhedged performance and why investors would choose one over another.
markets
How to keep your cool in a volatile market
There’s a lot happening, but long-term investors can tune most of it out.
markets
Global Markets Report
As of Friday 28 February 2025, we are no longer publishing the Global Markets Report.
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