Australian Macro

Resilient global and Australian growth is being tested by renewed geopolitical tensions and stubborn inflation.

The outlook is mixed but we believe a neutral allocation to Australian equities remains most appropriate

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.

The housing crisis is entering a more dangerous phase, as we face a supply freeze in the very part of the market homes are needed most.

Morgan Stanley is backing resources, energy and AI-linked capex as Australia’s economy slows sharply.

From inflation and interest rates to gold, housing and the Aussie dollar, 2025 twisted long-held market relationships. Will they snap back?

We outline four key macroeconomic themes that will shape our investment strategy over the next 12 months.

Australia’s momentum trade is soaring past global peers, but history says these highs often precede a sharp reversal.

Join us to hear Jason discuss where markets are going and what to think about when allocating your investment assets.

Valuations are rising, while the equity risk premium is shrinking. Here's how we're approaching markets this year.