All Insights
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October 2026 Outlook: The RBA Rate Hike, and the Month the Consensus Turned
The RBA rate hike on 29 September 2026 lifted the cash rate target by 25 basis points to 4.60 per cent, its highest level since 2011. The Reserve Bank said some of the upside risks to inflation it had flagged...
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Global Markets Weekly Review: Stocks, Gold and Oil | 2 October 2026
Executive Summary Global markets were mixed in the week ending 2 October, with the U.S. market and the Federal Reserve’s October meeting outlook at the centre of investor attention. U.S. inflation, employment and economic growth data provided important signals for...
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Equities Advance as European Central Banks Diverge
Summary Global markets advanced over the week ending 25 September, supported by a pronounced retreat in energy prices that eased near-term inflation concerns following the Federal Reserve’s rate increase the previous week. Brent crude futures were little changed, settling at...
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Central Banks Tighten as Bond Yields Climb and Oil Retreats
Weekly Global Markets Wrap: Week Ending 18 September 2026 Summary Global markets were mixed over the week ending 18 September, as the Federal Reserve delivered its first interest rate increase since July 2023 and signalled the possibility of another before...
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What Are Secured Notes, and How Do They Differ from Corporate Bonds?
Two holdings can sit inside the same line of a portfolio summary, both described as fixed income, and share very little beyond the basic fact that money has been lent to a company. One is a corporate bond. The other...
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Hotter Core Inflation and Energy Tensions Drive Market Volatility
Global markets declined over the week ending 11 September, as a hotter-than-expected monthly core CPI reading reinforced expectations for a Federal Reserve rate hike at its September meeting. August headline CPI rose 0.4% month on month and 3.4% year on...