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Market Wraps
asset returns
Latest news and analysis on asset returns
Investment Theme
December 18, 2025 14:38
Poll of the week: Are you happy with your investing performance in 2025?
As 2025 comes to a close, we ask the only question that matters - are you satisfied with your returns over the last 12 months?
Tom Stelzer
Livewire Markets
December 18, 2025 14:38
Private Markets
August 08, 2025 07:37
Don’t look down: The risk beneath the return
Despite the proliferation of private credit strategies, there is almost no standardised disclosure about fund performance.
Joe Millward
Epsilon Direct Lending
August 08, 2025 07:37
Macro
May 15, 2025 13:21
President Trump’s policies and the equity risk premium – the good, the bad and the ugly
Shares have rebounded on Trump’s tariff retreat, but his erratic policy shifts could weigh on long-term return expectations.
Shane Oliver
AMP
May 15, 2025 13:21
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Macro
July 11, 2024 09:02
A new dawn for markets as global elections continue
Political events can cause uncertainty and disruption, impacting prices and trade with global implications.
Chris Iggo
BNP Paribas Asset Management
July 11, 2024 09:02
Asset Allocation
November 01, 2022 14:59
Australian credit: When liquidity dries up
With the La Niña weather pattern inundating us with rain this past year, it’s hard to imagine that drought is looming, but as central banks continue to tighten, the...
Shan Kwee
Janus Henderson
November 01, 2022 14:59
Equities
June 27, 2022 06:13
Weekly S&P500 ChartStorm - 26 June 2022
The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
Callum Thomas
Topdown Charts
June 27, 2022 06:13
Asset Allocation
May 27, 2022 07:48
Why government bonds belong in a balanced portfolio
Between the introduction of modern portfolio construction methods and until very recently, bonds played a key role in most investors’ multi-asset portfolios. In the...
Alex Cathcart
Drummond Capital Partners
May 27, 2022 07:48
Equities
July 20, 2021 15:51
Beyond the jab
While the COVID-19 vaccines have spurred a wave of market exuberance, pushing up share prices of some healthcare companies that were at the forefront of the vaccine...
Arian Neiron
VanEck
July 20, 2021 15:51
Macro
December 06, 2020 16:47
Will Joe Biden be good for investors? Why I disagree with Geoff Wilson
Do investors in American – and, by implication, global – markets receive higher returns when Democrats occupy the White House? Over the past few months, several...
Chris Leithner
Leithner & Company Ltd
December 06, 2020 16:47
Asset Allocation
July 09, 2020 08:30
The best performing asset class in FY20
The past financial year was poor for investors as coronavirus knocked economies into what is likely to be their biggest hit since the 1930s. Shares were hit hard, but...
Shane Oliver
AMP
July 09, 2020 08:30
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