25 March 2025 • By Cameron Gleeson • 1 min read
Investor sentiment has turned decidedly bearish in 2025. The initial exuberance at Donald Trump’s election victory has been replaced with fears o...
READ MOREA long-held investment maxim is “uncertainty breeds market volatility”. Since reaching record highs earlier in the year, the US equities market is...
READ MOREThe magnitude and speed of the recent equity market sell-off has caught investors by surprise. While there were warning signs, such as rising politica...
READ MOREAustralian bonds are set to stand out in 2025, offering investors significant advantages over US bonds, which may fall in price given Donald Trump’s...
READ MOREThe new US administration, led by Donald Trump in his second term as president, plans to impose sweeping new tariffs on some of the US’ key trading ...
READ MOREMany investors try to use seasonal patterns to time the market, but these patterns are not reliable and instead of trying to time the market, a better...
READ MOREAs investors position their portfolios for the new year, it is notable that many real estate investment trusts (REIT) are currently trading at a signi...
READ MOREThe concerns around China’s DeepSeek play into the growing debate on AI scaling challenges as well as the ROI of AI capex spend, and ultimately, con...
READ MOREIn life, we frequently conflate symptoms with their underlying causes, leading us to sometimes address the effects and not the actual causes of issues...
READ MOREThe prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields and the US dollar. While ...
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