Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Why the recent move in the yield curve maters

The yield curve shows how yields for bonds of the same credit rating, typically government bonds, differ based on maturity...

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Month in Review

The monthly summary of global markets, movements, and recent data (Month in Review – May 2021) is now available. It prov...

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Fixed Interest Review

Whilst the share market gets all the limelight, fixed interest is still a very important asset class for investors, especi...

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Business cycle update: still moving higher, the forward look, and what it means for investors

It’s the start of a new month, and our regular readers know what this means. It means we get the latest PMI data from ar...

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What does inflation mean for the Australian bond market

Australia’s inflation rate has been stubbornly below the RBA’s target band of 2–3% for several years now, but the 0....

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Macro in a minute: The stunning Aussie employment recovery

The latest employment data for Australia has just been released. The unemployment rate decreased to 5.5%, however the numb...

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Portfolio Strategy: this year is NOT like last year

If there is one thing all investors should be getting used to by now, its that this year is not like last year. Whilst tha...

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Month in Review for April 2021

The monthly summary of global markets, movements, and recent data (Month in Review – April 2021) is now available. I...

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Business cycle update: PMIs continue to leap higher, but so do prices (i.e. inflation)

Every month provides a mountain of data points, however as our regular readers would know, some are more important than ot...

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