MACRO

The more closely I watch this market, the less I understand it. Maybe the investor checking their portfolio once a month has it right.

Australia's private credit reckoning is here warns Paul Miron. Investors are being forced to confront questions overlooked in boom years.

A Budget designed to tackle inequality and reshape wealth creation may also bring major consequences for investors and growth.

Markets still expect more hikes, but the Budget may point to a slowing economy instead.

A fragile ceasefire hides rising inflation, weaker growth and lasting geopolitical shifts set to reshape markets and returns.

The conditions that shaped returns for 30 years are fading. Making sense of what comes next will require a return to first principles.

As rising inflation and a worsening housing crisis puts political heat on property, I explore why intervention may only make it worse.

SaaS-pocalypse talk ignores the cycle after buying expensive growth

A messy start, stretched valuations and rising risks. The nine charts that will shape markets this year.

Australia’s inflation rebound looks partly temporary, but strong demand and elevated government spending are testing the economy’s limits.