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Insights

Get expert ideas and trading strategies from our frequently updated news and insights section. Working with industry experts we're able to provide relevant and useful articles and videos.

Latest news and insights

Stay up-to-date with the latest insights, ideas and market commentary. Select from our latest insights below or choose a category from the list.

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Henry Jennings on the lessons from 2024

If there was ever a year that ‘time in the market’ should be your adage, 2024 was it. Domestic and international equities defied expectations and delivered strong returns for patient – or brave – investors.
18 December 2024 46 min listen

The sectors and stocks set for a big 2025

Despite the challenges, Yarra Capital Management is placing bets microcaps can thrive irrespective of economic conditions and offer exciting potential for the year ahead.
16 December 2024 2 min read

Are the Magnificent Seven doomed to underperform in 2025?

Swell Asset Management says the stocks that drove previous market bubbles were the same that outperformed previously, but can the Magnificent Seven repeat the pattern?
16 December 2024 4 min read

What to Watch - Week of 16 December 2024

It will be a relatively quiet week on the local data docket as the festive season approaches, though there will be some focus on the release of MYEFO from the Federal Government. Globally, it’s a different story with a central bank bonanza on tap. The US Fed (Wednesday), BoJ (Thursday), BoE (Thursday), Norges bank (Thursday) and Riksbank (Thursday) all hand down interest rate decision. The market is widely tipping a 25bps cut from the FOMC but more focus will be on the path for 2025. Here’s what you need to know.
15 December 2024 3 min read

Unemployment falls to 3.9%, showing little urgency for the RBA to adjust policy

Australia’s jobless print has unexpectedly fallen to an eight-month low in November to 3.9%, signalling a far more resilient labour market with NAB saying the drop shows little urgency for the RBA to adjust policy. Read the full report here.
12 December 2024 3 min read

The mispriced investment opportunity in global defence

Franklin Templeton’s Kim Catechis says while markets benefitted from peace for 40 years, a military resurgence is now underway, fuelled by geopolitical tensions and technological advancements. As such, defence spending is soaring, offering potential opportunities for investors.
11 December 2024 3 min read

Australian stocks will crush housing over the next decade, one year on

Last year, Morningstar’s James Gruber wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, he gives an update on how that forecast is going and what's changed since.
11 December 2024 4 min read

How time in the market beats timing the market

What should investors do when investment expectations and outcomes don't meet? Collins St Value Fund’s Michael Goldberg has some of the answers and other important investing ideas.
09 December 2024 4 min read

Fundamentals underpinning global tech’s market leadership

Why Janus Henderson’s Denny Fish thinks a dispersion of returns will be the primary story for the tech sector in 2025.
09 December 2024 3 min read

Goldilocks stayed for 2024, but what’s in store for investors in 2025?

Dr Shane Oliver from AMP says while 2025 is expected to see positive returns, he warns after a surprisingly calm 2024, it could be far more volatile and more constrained.
09 December 2024 3 min read

What to Watch - Week of 9 December 2024

It’s all eyes on the RBA this week, seen firmly on hold with no new forecasts. Elsewhere, employment is seen up 25k in November, and while NAB has pencilled in a tick higher in the unemployment rate to 4.2%, it’s a close call between that and remaining at 4.1%. Globally, CPI and PPI are the main events on the US calendar, with the BoC, ECB and Swiss National Bank all expected to cut rates this week. Finally, a deluge of data from China with inflation figures, trade and credit data all hitting the wires. Here’s what you need to watch in the week ahead.
09 December 2024 3 min read

How will stocks fare with a smaller US government?

MFS Investment Management’s Robert Almeida says while less government involvement in the economy and markets is long overdue, investors need to consider what a reduced government role may mean for the profitability of businesses that are unable to offset rising cost pressures.
04 December 2024 3 min read

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