Australian markets

Rising rates and stretched valuations weigh on Australian equities, while strong commodity demand creates opportunities in resources.

In Part 1 and 2 of this three-part series, we unpacked the BTC Markets Investor Study Report 2025, revealing how Australian markets are maturing from the bottom up –...

2026 likely won’t be a smooth bull market. It will reward investors who stay engaged, question consensus, and learn from experienced hands.

Here is a look at the macro factors that drove markets in May.

The Treasurer has been reported as saying the RBA Governor said the changes to the stage 3 tax cuts won’t be inflationary.

“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” - Peter Lynch

A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has...

Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16.5%, and the ASX200 is down around 5.5%. But don’t despair –...

At last, it seems some of the bad news for shares appears to be abating. It’s certainly been a rough year. Thanks to a combination of high inflation, hawkish central...

In recent weeks I’ve been discussing ‘peak inflation’ and the headwinds facing stock markets with clients. This week, it appears to have dawned on investors that...