Latest Insights
Back in the saddle: Chinese equities and beyond
Chinese equities have surged but the rally masks ongoing economic weakness.
Six charts for 2026
Can markets keep rising in 2026 despite geopolitics, AI bubble fears and US policy uncertainty?
Charts in review 2025
We recap the year in charts.
AI boom, bubble or bust?
Some aspects of today’s environment rhyme with past episodes but important differences do stand out.
Debunking three myths of passive investing
Three common myths about passive investing, illustrated through CBA’s dominance and recent surge.
Can the rally in Chinese stocks continue?
Making the case for Chinese equities has not been easy for some time.
Investing in AI - beyond the Magnificent 7
The investment opportunity set is now broader than the Mag 7.
How are US corporates performing this earnings season?
The health of US corporate earnings has never been more important.
Navigating an evolving threat landscape
Cybersecurity companies stand to be a beneficiary in a world mired by rising geopolitical uncertainty.