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International Markets

Leaning In…

Welcome to 2025.  It’s still summer here in Australia, the year just passing its unofficial starting point being Australia Day. My family and I had a busy, yet relaxing, Christmas period.  Lunches, drinks, dinners, more drinks…  There was the catch-ups with friends and acquaintances – several of which are home for a visit given their […]

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This Changes Everything?

It’s been a rather eventful month.  In case you haven’t heard, Donald Trump has been victorious in the U.S. presidential election. What does this mean for markets?
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International Markets

Macro Crosscurrents

It’s an exciting time in financial markets.  According to many respected macro observers, there’s a sense that we’re on the cusp of change… a shift in “what’s working”… potentially a profound shift…
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Investor Insights

The Boy Who Cried Wolf

The boy who cried wolf is a popular story in the financial markets world. It’s a story that’s stood the test of time - having its origins in ancient Greece as one of Aesop’s Fables.
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Investor Insights

More New Year Observations

The new year is well underway now. So far, the year is tracking much the same as the previous year ended with many of the trends continuing.
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Updates and Outlooks

2023 Update and 2024 Outlook

It’s that time of year again… Summer has arrived in Australia. Santa is packing up his sleigh and readying the reindeer for their annual pilgrimage.
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Investor Insights

Eye on the Tail

It’s mid-November which means we’re starting to see the 2024 predictions trickle out. It’s an amusing and humbling tradition where all “sell-side” analyst teams are obliged to offer up their thoughts on the year ahead.
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