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Macro

UK core inflation likely not enough to see the BoE cut rates again next month

Recent data suggest that the BoE could pause in cutting rates when it meets in February.
Kieran Davies
Coolabah Capital
Macro

Jamie Montgomery: What comes after ChatGPT - quantum computing, OpenAI, and the future of venture

March Capital’s Jamie Montgomery discusses AI, VC shifts, and lessons from Charlie Munger on scaling the next tech wave.
David Clark
Koda Capital
Equities

Good things come in quality small packages

Investors are repositioning for the next market cycle, and quality small-caps may be in favour.
Cameron McCormack
VanEck
Investment Theme

What golf teaches investors about capital, concentration and staying power

A conversation on sport, wealth and global living, exploring how high-performance principles shape long-term capital and a well-lived life.
David Clark
Koda Capital
Equities

Hype vs. High Conviction

A quality approach to investing in AI
+5
Tom Hancock
GMO
Equities

Australian Small Caps - three leading views

Our anticipated annual Institutional Investor Conference is next week. In lead up we chat to Andrew Mitchell, Liam Donohue and Matt Griffin.
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Far from normal

We live in interesting times, and market and factor performance is anomalous when compared to history.
+9
Dr David Walsh
RQI Investors
Macro

Oil shock means inflation and volatility - unless Iran conflict ends soon

Higher inflation and lower growth lie ahead; the question is, what will the magnitude be?
Chris Iggo
BNP Paribas Asset Management
Macro

What the oil surge means for the Fed’s path forward

The surge in Brent oil prices above $100, now sustained for over a week, has shifted the macro narrative from a temporary geopolitical shock to a potentially...
Seema Shah
Principal Asset Management
Equities

The overlooked resource in the AI economy

AI-driven data centres are projected to consume approximately 1,068 billion litres of water annually by 2028.
+8
Cleo Somers
Antipodes
Equities

Murray Leahy, Founder of MLG Oz: keeping up with gold

Haulage, Crushing and Screening, Civil and Mining across the WA goldfields, MLG Oz is crucial to the WA gold sector’s ongoing expansion.
MLG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

Murray Leahy, founder of MLG Oz: keeping up with gold (Part B)

Haulage, Crushing and Screening, Civil and Mining across the WA goldfields, MLG Oz is crucial to the WA gold sector’s ongoing expansion.
MLG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Equities

To Infinity and Beyond…SpaceX’s IPO

The SpaceX IPO is without precedent in scale and structure. Its implications for markets, indices and portfolios extend well beyond the deal
Neuberger .
Neuberger
Investment Theme

How sophisticated investors are accessing the private credit boom

In a market of volatility, uncertainty and evolving regulation, investors turn to alternatives for diversification and capital preservation.
Alan Greenstein
Zagga Investments
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
Equities

Pilbara Economics for the AI Age: how the world’s leading AI models are becoming commodities

OpenAI’s Sarah Friar wants to price for value. The market may only let her price for cost.
Andrew Macken
Montaka Global Investments
Fixed Income

Bonds are back: The real yield reset

Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Head of Macro Strategy, Paul Mielczarski
Richard Rauch
Franklin Templeton
Investment Theme

SMSF growth drives demand for real estate private credit

SMSF growth against a backdrop of market volatility and geopolitical tensions, demands income, downside protection, and diversification.
Alan Greenstein
Zagga Investments
Macro

New year, same rotation

Speed bumps are almost certain to emerge over the coming 11 months, but we are encouraged by the market’s resilience and participation
Jeff Schulze
ClearBridge Investments
Macro

The AI-driven productivity tide may not lift all boats

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
PIMCO .
PIMCO
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