Financials
US Treasury Yields Outlook: Inflation Fears and War Shakes the Bond Market
For much of 2026, the playbook in bond markets looked relatively straightforward. Investors could collect yields of roughly 4 per cent on US Treasuries and…
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Further Analysis & Commentary
ASX Outlook: Cautious Trading as RBA Turns Hawkish and Fed Cuts Again
The Australian share market tread water this week as investors balanced conflicting signals from local and global monetary policy, with…
Market’s Update: Gold Rallies, Tech Slips
The ASX traded flat on Wednesday afternoon, caught between a more hawkish stance from the Reserve Bank of Australia and…
RBA Rate Expectations Swing, but Bond Investors Say the Market Has Overshot
As the Reserve Bank of Australia heads into its final meeting of 2025, the market has swung violently in its…
Netwealth (ASX: NWL) Investment Analysis: A High-Quality Compounder in Australia’s Wealth Platform Revolution
Introduction Every market cycle produces a handful of companies that keep compounding quietly in the background while attention shifts to…
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