Economics and markets
30
December
2025
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min read
Investment Watch: Summer 2026 Outlook
Andrew Tang (AR: 001007335)
Equity Strategist
Investment Watch is a quarterly publication delivering insights into equity strategy and economic trends. The Summer 2026 edition explores global and Australian growth outlooks, structural shifts in asset allocation, and highlights opportunities across AI, resources, property, and income strategies to help investors navigate volatility and prosper in the year ahead.
12
December
2025
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min read
Australian Economy Outlook 2026: Growth, Inflation & Rates
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Australia’s 2026 outlook: GDP 2.1% with inflation rebounding to 3.8%. RBA likely to hike in early 2026 while the Fed cuts. What it means for the dollar, commodities, and markets.
17
December
2025
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min read
In The Spotlight: Maggie Beer Holdings Ltd (ASX:MBH)
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Damon Kitney
Journalist
Discover how Maggie Beer Holdings overcame challenges, boosted share price, and plans for growth while preserving its artisanal values.
19
November
2025
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min read
Quarterly Economic Outlook – November 2025
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Explore Michael Knox’s November 2025 economic outlook: global growth trends, Australian inflation, interest rates, commodities, and equity insights.
17
November
2025
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min read
In The Spotlight: Fleetwood Ltd (ASX: FWD)
Damon Kitney
Journalist
Discover Bruce Nicholson's journey as Fleetwood CEO, from engineering roots to leading ASX:FWD's turnaround in modular construction Australia. Explore trends in prefab buildings, ESG benefits, and investment opportunities with Morgans Financial advice.
12
November
2025
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min read
Why The US Has Higher Productivity
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
A detailed comparison of US productivity and global growth forecasts, highlighting key differences with Australia.
17
October
2025
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min read
Shock Inflation Brings End To Australian Rate Cuts
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
Australia's trimmed mean inflation hit 3%, driven by surging electricity prices and the end of federal subsidies, signalling the end of the rate-cut cycle.
12
October
2025
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min read
Beware the US Shutdown!
Michael Knox (AR: 000259340)
Chief Economist and Director of Strategy
The US government shutdown that began on 1 October 2025 has deep political roots and significant economic implications. This article explores the Medicaid funding debate, the strategic moves by both parties, and the broader impact on GDP, healthcare, and public sentiment.
30
October
2025
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min read
Investment Watch: Spring 2025 Outlook
Andrew Tang (AR: 001007335)
Equity Strategist
Investment Watch is a quarterly publication offering insights into equity and economic strategy. This edition explores expected interest rate trends, their impact on asset allocation, and highlights key Australian sectors and tactical opportunities.
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