Market Insight

You insure your car, your home, probably even your phone. But what about the one thing that actually pays for all of it: your ability to earn an income? Income protection is arguably the most important insurance for working Australians, yet it's often the most overlooked. Let's fix that. The Reality Check Here's what keeps us up at night: one in five Australians will be unable to work for three months or more due to illness or injury. The average Aussie has about 3.7 weeks of

In this month’s Market Insight, we rehash the outlook for Australia, seeing if there has been any improvement and where the risks lay. 

Active equity managers overall have struggled to deliver decent performance for many years now. So, why do investors still allocate capital to active managers? In this month's Market Insight, we review active and passive management within equity markets.

The first seven months of 2025 were a wild ride, though you wouldn’t think so with where markets are currently. Investors have progressively become more immune to policy announcements coming out of the US, expecting that anything too dramatic will be walked back or negotiated away. That said, the walking back of tariffs has resembled the proverbial boiling frog. Tariff policy as it stands isn’t too dissimilar from what was announced on Liberation Day.

How should Australia’s financial industry turn hard earned retirement savings into retirement income? Delivering investment outcomes in retirement is an incredibly complex problem, with any strategy having to solve for competing objectives, behavioural biases, personality differences and incredible uncertainties.

AI adoption is accelerating and for good reason, it has gotten a lot better over the past two years.

US policy flip-flops on Liberation Day tariffs rattle markets and weaken confidence, prompting a cautious underweight in global equities.

US equity underperformance, driven by policy concerns and tech spending, offers a rare opportunity for global markets to narrow the valuation gap.

The first two weeks of Trump's presidency have featured numerous policy announcements including tariffs, immigration enforcement, and a deregulation agenda that could boost business confidence. While market reaction has been muted so far, we are closely monitoring the situation for any potential negative impacts from future policy decisions.

Strong US corporate earnings outlook amid stable rates could lead to converging market returns, despite various policy and economic risks.

China's latest stimulus push sparks a market revival, offering compelling reasons to cautiously re-enter Asian equities.