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Insights

Economic Outlook

Can your portfolio weather the oil shock?
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.
Are we entering a market downturn?
27 February 2026/ Market Update

The outlook for Australian shares

Australian shares have underperformed globally for 16 years. Is that about to change?
Three key cycles every investor should understand right now
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.
What is happening with the supply of new homes in Australia?
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.
Share market falls - seven key things for investors to bear in mind
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.
Goldilocks stayed for 2024, but what’s in store for investors in 2025?
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.
Recession fears & share market falls
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.
2024 – a list of lists regarding the macro investment outlook
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.
SFP Investment Outlook Q&A - February 2022
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.
2022 macro investment outlook
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.