InterestRates Tag

[vc_video link='https://www.youtube.com/watch?v=SFgfV8eHkfk'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities inched further ahead in February with weakness in US equities (reflecting AI concerns) offset by solid gains in non-US markets. However, reflecting Australian dollar strength, global equities posted a small decline in...

[vc_video link='https://www.youtube.com/watch?v=g6UfShkCL8I'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global and local equities produced further positive returns in January, supported by a solid earnings outlook and still reasonably steady bond yields. However, a rising Australian dollar hurt global equity returns in unhedged AUD...

2026 Market Outlook: Expect a Bumpier Ride — But Not Necessarily a Bad One After three strong years for diversified investors, 2026 is shaping up as a “normal” year again: positive returns are still plausible, but they’re likely to come with larger drawdowns, louder headlines, and...

[vc_video link='https://www.youtube.com/watch?v=IraCXEAMNjg'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major Asset Class Performance Global equities ended November broadly unchanged, with an early month sell-off due to AI bubble concerns eventually unwound on renewed US rate cut hopes. Australian equities were weaker, reflecting a relatively larger decline in...

[vc_video link='https://www.youtube.com/watch?v=oDwq30X6BKw'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities continued to move higher in October, supported by  resilient global economic growth, corporate earnings, subdued bond yields and optimism around artificial intelligence. Australian equities inched higher and underperformed global equities, despite a...

[vc_video link='https://www.youtube.com/watch?v=gnJCN30nwOw'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities continued to move higher in September, supported by a US interest rate cut, still-limited tariff effects on the US economy and ongoing optimism around artificial intelligence. Australian equities pulled back, however, it...

Are We in an AI Bubble? Why This Time Might Be Different Artificial intelligence (AI) has been one of the biggest drivers of market enthusiasm over the past two years. With share markets — especially in the US — hitting record highs, many investors are asking...