Investment Insights

Market Update – July ’22
Economy – Engineered Serendipity As widely expected, the RBA lifted the cash rate 50bps to 1.85 per cent at the August meeting. Going forward, our

Market Update – June ’22
Economy – The Communication We Had to Have Markets and the economy are now at highly disconnected levels. Economic data appears set to keel over

Market Update – May ’22
Economy – The Cleanest Dirty Shirt Central bankers are now faced with a policy choice of the cleanest dirty shirt, having put themselves well behind

Market Update – April ’22
Economy – Last drinks in the mother of all happy hours Fiscal and monetary largesse, whilst necessary, was always a decision between the then and

Market Update – March ’22
Markets – Russian Roulette Bonds over the month extended the losses of prior months, one of the worst starts to the year on record. The

Market Update – February ’22
Markets February began with calls for the Federal Reserve to move aggressively to curb inflation risk. Market pricing at the beginning of the month was