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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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...
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September 2026 Outlook: One Waterway, and the Question It Puts to Portfolios
Kpler shipping data reported by Al Jazeera shows that 236 vessels transited the Strait of Hormuz between 1 and 19 August. Before the war, a comparable number of ships passed through the same waterway in under two days. That comparison...
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SMSF Trustees and Fixed Income — The 2026 Review Checklist
Ask an SMSF trustee to describe the equity side of their portfolio and the answer is usually specific. Company names. Entry prices. Franking credits. A view on the sector and a reason for holding it. Ask the same trustee to...
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Investment Tips for Australian Beginners: What to Consider Before You Invest
Australians beginning their investment journey can find information about a wide range of investment options. Search for investment tips and you’ll find opinions on shares, ETFs, property, superannuation and countless other opportunities. Before deciding where to invest, though, it can...