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Analysis

21 January 2025 • By Tim Richardson • 1 min read

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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Trump trade 2.0 – who is going to buy all this stuff?

In 2016, the election of Donald Trump as president of the United States caused an initial panic in markets with S&P 500 futures plunging over 5 pe...

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Opportunities in ASEAN’s multidimensional landscape

Fresh stimulus from policymakers in China, signs that we are nearing the end of the most aggressive rate hiking cycle from the US Federal Reserve in o...

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Seeking academic research with practical applications for investment managers

Sustainability has evolved from a niche concern to become a foundational aspect of long-term investing. However, research into sustainability and fina...

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The 2024 US elections: What it could mean for global markets

As the 2024 US presidential election draws near, global markets are closely watching one of the world’s most influential economies. With politica...

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Time to elect for prudent investing as the US hits the polls

We are counting down the days to the US election and investors are bracing themselves for heightened uncertainty and market volatility. When Americ...

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