market cycles

Given the uncertainty now is a critical time to stick to the basics. So, this note revisits five key charts investors should keep in mind.

A 50-year property veteran unpacks today’s market risks, mispricings and lessons from costly mistakes in real assets and private credit.

Gold, Asia, volatility and cycles: Shane Oliver outlines his 2026 playbook.

If you’re betting on bear markets or mean reversion to pull asset prices back to earth, you’re stuck in a bygone era, says Viktor Shvets.

Investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts.

The strategist says to forget economic cycles and traditional valuation ratios as excess capital and tech change markets faster than ever.

Geopolitical distractions are plenty while domestic policy failures are piling up

We look at data, the economic cycle, and outlooks from fund managers and research houses in an attempt to answer that question.

With valuations reaching highs, Lazard Asset Management is taking the opportunity to capitalise on some positions and buy into others.

Throughout the recent monetary tightening, the Australian economy has remained remarkably resilient. However, wages and retail sales numbers are still front of mind...