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Market Wraps
donald trump
Latest news and analysis on donald trump
Macro
March 13, 2026 06:00
The Trump TACO: Why markets are betting on a deal while holding their
breath
Markets look strong, but risk looms as hope for a Donald Trump TACO deal collides with the threat of a destabilising Middle East shock.
Damien Klassen
Nucleus Wealth
March 13, 2026 06:00
Macro
March 05, 2026 08:57
Economic impacts of Iran conflict unfold
While there are reports that Iran has made indirect contact with the U.S. to explore a negotiated end to the conflict, the situation remains highly fluid. Outcomes...
Seema Shah
Principal Asset Management
March 05, 2026 08:57
Macro
March 02, 2026 08:36
Iran conflict creates a sharpening geopolitical fault line
What happened?On February 28, the U.S. and Israel launched coordinated military operations against Iran, citing the need to neutralize “imminent threats from the...
Seema Shah
Principal Asset Management
March 02, 2026 08:36
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Macro
January 23, 2026 06:00
The ‘rupture’ in the global order is here, and Australian investors should take note
Davos exposed a fractured world order. We unpack what global power shifts mean for investors and why diversification matters more than ever.
Vishal Teckchandani
Livewire Markets
January 23, 2026 06:00
Macro
January 21, 2026 08:06
A new flashpoint in US/Europe trade relations
President Trump announced over the weekend that, beginning February 1, the U.S. will impose a 10% tariff on all goods imported from Denmark, Norway, Sweden, France,...
Seema Shah
Principal Asset Management
January 21, 2026 08:06
Macro
December 24, 2025 06:00
Trump was right about ethical investing (but for the wrong reasons)
With proxy votes curbed and ESG ratings breaking down, Trump’s crackdown pushes investors toward personalised Direct Indexing.
Damien Klassen
Nucleus Wealth
December 24, 2025 06:00
Equities
November 22, 2025 06:00
A microcosm of overpriced stock
markets
Markets split between costly AI and undervalued sectors. Vaccine makers offer cheap valuations and steady income amid uncertainty.
Damien Klassen
Nucleus Wealth
November 22, 2025 06:00
Macro
November 10, 2025 11:41
There’s something about Donald (to worry about)
A follow up from last week, that highlighted two things to worry less about.
Sebastian Ferrando
Koda Capital
November 10, 2025 11:41
Macro
November 05, 2025 10:16
About the Donald - you should worry less about these 2 things
And coming next week - 1 thing to actually worry about.
Sebastian Ferrando
Koda Capital
November 05, 2025 10:16
Macro
October 20, 2025 09:17
U.S. - China trade tensions: From complacency to concern
Over recent weeks, tensions between the United States and China have intensified, culminating in the U.S. threatening to impose an additional 100% tariff on Chinese...
Seema Shah
Principal Asset Management
October 20, 2025 09:17
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Reporting Season
"You need to stay with strength": James Gerrish's top calls from reporting
season
Vishal Teckchandani,
Livewire Markets
Equities
FDC builds momentum after listing
David Buckland,
Montgomery Investment Management
Equities
When diversification becomes an illusion: The hidden risk in Emerging Markets
Dr David Walsh,
RQI Investors
Reporting Season
FNArena reporting season monitor: August 2026 - Week 4 (327 stocks covered)
Rudi Filapek-Vandyck,
FNArena
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