Global Markets
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
Australian Dollar Outlook: Why the AUD Isn’t Rallying Despite Rising Rate Expectations
If foreign exchange markets were guided purely by interest rate differentials, the Australian dollar should be pushing higher. The domestic…
Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment
Bitcoin has climbed back above US$90,000, ending a month-long selloff that wiped more than US$1 trillion from digital asset valuations…
ASX Set to Rise as Wall Street Rally Lifts Risk Appetite
Australian equities are poised to open stronger on Thursday after Wall Street extended its recovery, supported by renewed confidence that…
Global Markets Outlook: A Soft Landing Is Priced, But 2026 Risks Aren’t
Financial markets are ending 2025 in a strangely comfortable place: equities near highs, bond yields off their peaks, gold breaking…
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Monthly Investor Memo
September 2025