Research notes

Investment Watch is a quarterly publication delivering insights into equity strategy and economic trends. The Autumn 2026 edition explores how investors can position portfolios amid shifting market conditions, unpacking key themes shaping asset allocation, equity markets and sector performance.

What the RBA’s latest decision reveals about inflation, capacity pressures and the path for interest rates next year.

The breakdown of negotiations between the United States and Iran revealed a single issue that the Trump administration could not ignore. Iran disclosed that it possessed enough 60 per cent enriched uranium to create 11 nuclear weapons.