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Macro

Understand the fast-changing domestic and global economic forces under the tectonic plates driving our markets.

Wealth

Why have Australian living standards “fallen” and how do we fix it?

The cost-of-living crisis is only part of the story. Australia's productivity slump is the bigger threat to prosperity.
Shane Oliver
AMP
Macro

Why the "Sell America" hype was only ever just that

Why filtering noise, why a long-term focus, and why independence all matter. A lot.
Sebastian Ferrando
Koda Capital
Macro

Investment perspectives: how the US equity cycle ends

How the Kalecki profits equation is both powerful and limited for investors when identifying key profit drivers.
Chris Bedingfield
Quay Global Investors
Macro

A new exceptionalism

Despite persistent macro uncertainty, the global economy remains supported by the AI investment cycle. While the initial benefits were concentrated among U.S....
Seema Shah
Principal Asset Management
Macro

The tech boom is boosting US inflation

Tech prices having swung from consistently falling over recent decades to posting large gains, although non-tech inflation is also high.
Kieran Davies
Coolabah Capital
Expert Insights

Christopher Joye's 4-step recipe for fixing a broken Australia

Coolabah's Christopher Joye says Australia is becoming one of the world's least attractive places to invest. Here's how he'd turn it around.
Chris Conway
Livewire Markets
Macro

Emerging markets increasingly have a concentration problem

A passive investor buying the MSCI Emerging Markets Index today is not buying a diversified collection of businesses, spread across the developing world’s most...
Alison Savas
Orbis
Macro

Global equities see strong start to 2026

In the first half of 2026, our Global Equity Strategy returned 19.9%, outperforming the MSCI All Country World Index by 7.8% net of fees on an asset-weighted basis....
Eric Marais
Orbis
Macro

Fair weather outlook for US and UK

A helpful macro picture and positive sentiment spell good news elsewhere in the Anglosphere.
Chris Iggo
BNP Paribas Asset Management
Macro

Consumer confidence – A gentle uptrend after a 53-year low

Consumer confidence appears to be slowly improving after hitting its lowest level in 53 years in April 2026. While the recent uptrend is encouraging, confidence...
David Buckland
Montgomery Investment Management
Macro

Tariffs create near-term uncertainty for the US budget

Tariff revenue - which pays for most of the US government's tax cuts - is running behind forecasts in the near term.
Kieran Davies
Coolabah Capital
Macro

The ASX index looks calm. The conditions underneath it are not.

The ASX index is holding steady. Beneath it, small cap valuations have compressed in businesses with intact earnings outlooks.
Emanuel Datt
Datt Capital
Markets

Markets have climbed the wall of worry. Can they keep going?

Markets have weathered war, inflation and political uncertainty. The next year should deliver gains - but expect volatility along the way.
Shane Oliver
AMP
Wealth

"Better off buying avocado on toast" - Geoff Wilson's six predictions for Australia's investment future

The tax reforms have passed Parliament. Geoff Wilson explains six ways they could reshape investing, the ASX and Australia's economy.
Vishal Teckchandani
Livewire Markets
Macro

When life gives you lemons

The 30% CGT floor could mean a bigger tax bill but not all returns are taxed equally, how your portfolio is structured makes a difference.
Cameron Gleeson
Betashares
Markets

3 big shifts every investor should prepare for

US dominance isn't over but investors should begin preparing for a much broader opportunity set.
Ronald Temple
Lazard Asset Management
Macro

US jobs growth slows

June payroll figures came in meaningfully lower than expected, posting an increase of just 57,000, a notable decline from the 164,000 monthly average over the prior...
Seema Shah
Principal Asset Management
Markets

18 mid-year outlooks to help you navigate the next six months

The work doesn’t stop at EOFY. We’ve pulled together 18 mid-year outlooks to help you make sense of what comes next.
Keith Ford
Livewire Markets
Macro

Worried about Fed rate hikes? Bell Potter says relax (these charts show why)

Everyone is searching for the catalyst that ends the bull market. Bell Potter's Rob Crookston doesn't think it will be Fed rate hikes.
Vishal Teckchandani
Livewire Markets
Macro

What could a crash look like?

Because people assume a bailout is all but certain, they choose to keep fuelling a dangerous bubble rather than miss out.
Roger Montgomery
Montgomery Investment Management
Markets

The ASX stocks exposed to a constrained consumer

Lower inflation won’t necessarily end the cost-of-living squeeze. Investors may need to watch where households cut, defer and trade down.
BAP
+19
Patrick Poke
Livewire Markets
Macro

Lowe: We have a redistribution agenda, not a growth agenda

The Future Generation chairs tackle the big questions facing the Australian economy.
Tom Stelzer
Livewire Markets
Success and More Interesting Stuff

The world is fracturing and Australia faces some critical decisions - FY27 Outlook

Paul Moore, Jake Klein and Jo Masters join Matthew Kidman for a special episode of Success and More Interesting Stuff.
Matthew Kidman
Centennial Asset Management
Macro

AI is driving the biggest capex boom in US history

AI will boost productivity, but the question is can companies will make an adequate return on their investment to justify lofty valuations.
Kieran Davies
Coolabah Capital
Macro

Negative gearing and house prices, plus a case study of the 1980s

House prices, which have stalled on RBA rate rises, could fall by 4-9% on tax changes, potentially reducing the peak in the cash rate.
Kieran Davies
Coolabah Capital
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