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Analysis

25 February 2025 • By Blerina Uruci • 1 min read

Trump’s tariffs are a wild card for the global economy

The 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 ...

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Why seasonal market trends could be a myth

Many 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...

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The year of REITs: A golden opportunity in 2025

As investors position their portfolios for the new year, it is notable that many real estate investment trusts (REIT) are currently trading at a signi...

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DeepSeek marks a potential shift in the AI competitive landscape

The 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...

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Why active management in 2025 and beyond

In life, we frequently conflate symptoms with their underlying causes, leading us to sometimes address the effects and not the actual causes of issues...

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Should investors worry about tariffs?

The 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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How Chinese EVs herald a shift in global manufacturing’s balance of power

Amid a landscape where artificial intelligence and high-performance computing chips often steal the spotlight, it is vital to acknowledge that US domi...

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Optimistic outlook for shares in coming year

While 2024 proved to be a year of unexpected twists and turns, stock markets rallied ahead and economic indicators suggest a cautiously optimistic out...

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Beyond procurement: Why super funds must master the art of strategic outsourcing

Trustees must remain accountable for managing service providers and ensuring strong governance to prevent any disadvantages to members. Greater pub...

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Strengthening the primary market: Australia’s ETF growth revolution

Australia’s ETF market is entering a transformative, high-growth phase, with both trading volumes and investor activity accelerating significantly. ...

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