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Economic Outlook
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25 March 2026/
Market Update
Shares down on the oil shock – 5 key charts for investors to keep in mind
The Iran conflict has pushed oil prices higher and shares lower. Five key charts to keep investors focused.
27 February 2026/
Market Update
The outlook for Australian shares
Australian shares have underperformed globally for 16 years. Is that about to change?
23 October 2025/
Market Update
Investment cycles – what are they and why you need to be aware of them
Understanding investment cycles — what they are, what drives them, and why they matter for your portfolio.
24 September 2025/
Market Update
What is happening with the supply of new homes in Australia?
Australia’s housing undersupply problem persists. Here’s what’s happening and what it means for prices.
17 March 2025/
Market Update
Share market falls – seven key things for investors to bear in mind
Share markets have fallen sharply on Trump policy uncertainty. Seven key things investors should keep in mind.
17 December 2024/
Market Update
Goldilocks stayed for 2024, but what’s in store for investors in 2025?
Goldilocks conditions delivered strong returns again in 2024. Here’s what investors can expect in 2025.
28 August 2024/
Market Update
Recession fears & share market falls – what it means for the RBA & investors?
Recession risk is rising and shares have fallen sharply. Here’s what it means for the RBA and investors.
11 January 2024/
Market Update
2024 – a list of lists regarding the macro investment outlook
After a strong 2023, here’s our list of lists on the macro investment outlook for 2024.
16 February 2022/
Market Update
SFP investment outlook Q&A – February 2022
Inflation will slow but remain elevated. Here’s our Q&A on the investment outlook for 2022 and what it means for your portfolio.
22 January 2022/
Market Update
Macro investment update – January 2022
2021 delivered strong returns but 2022 is likely more volatile. Here’s what to watch and what to expect.









