market perspectives

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Insights

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MPS Bullet Ins

INSIGHTS

How To Invest For An Electrified Society

Never has so much financial muscle, nor religion of all stripes, or polities of all ...

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INSIGHTS

Learning To Live With Higher Inflation Volatility.

PUTTING THE CART BEFORE THE HORSE… However, before we sound the all clear on the ...

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Navigates Energy Transition

FIRB Approval

The Australian Foreign Investment Review Board have finalised their approval of a 14GW renewable platform ...

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Navigates Energy Transition

Nestle Deal

Having developed an entirely new supply chain, agricultural revenue will now replace coal as a ...

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Navigates Energy Transition

Solar Power Sign Up

Our bio hub has entered into an agreement with Enerwhere to power port based facilities ...

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INSIGHTS

Renewable Diesel

Pyrolysis promises a remarkable opportunity to recycle tyres and plastics into energy dense renewable drop ...

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Inside Square Brackets

INSIDE SQUARED BRACKETS

Inside Squared Brackets

HOME INSIGHTS Inside Squared Brackets is where we spotlight the signals shaping markets beneath the ...

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Market Pulse

MARKET PULSE

Market Pulse: Jun-25

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MARKET PULSE

Market Pulse: Jul-25

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MARKET PULSE

Market Pulse: Aug-25

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MARKET PULSE

Semi Detached

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MARKET PULSE

Market Pulse: End – December 2024

Federal Reserve Spoils The Party On Rates As Markets Retreat EQUITY MARKETS Markets were mostly ...

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MARKET PULSE

Market Pulse: Mid Of May 2025

Equity Markets Snap Back From The Abyss Of Uncertainty EQUITY MARKETS Equity markets around the ...

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MARKET PULSE

Market Pulse: May 2024 Market Review

Stock Indices Have Quickly Recovered The Ground Lost In A Turbulent April, As Inflation Data ...

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MARKET PULSE

Market Pulse: End Of April 2025

WILL THE GLOBAL ECONOMY REMAIN RESILIENT IN THE WAKE OF GLOBAL TRADE UNCERTAINTIES? EQUITY MARKETS ...

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MARKET PULSE

Market Pulse: Mid Of April 2025

THE FIRST HALF OF APRIL MARKS THE ONSET OF A GLOBAL TRADE WAR, WITH TRUMP ...

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MARKET PULSE

Market Pulse: End January 2025

DEEPSEEK HAVING A DEEP IMPACT ON THE ARTIFICIAL INTELLIGENCE PLAY EQUITY MARKETS The second part ...

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MARKET PULSE

Market Pulse: Mid January 2025

TRUMP’S EXPECTED ECONOMIC POLICIES TAKE CENTRE STAGE IN MARKETS EQUITY MARKETS At the tail end ...

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MARKET PULSE

Market Pulse: Mid – December 2024

FIXED INCOME ON THE BACKFOOT AS REFLATIONARY RISKS RESURFACE EQUITY MARKETS Despite the upcoming holiday ...

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MARKET PULSE

Market Pulse: End–November 2024

TRUMP WINS CONVINCINGLY THE US ELECTION AS COUNTRIES PREPARE TO A RAFT OF TARIFFS AND ...

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MARKET PULSE

Market Pulse: Mid June 2024

MARKETS REBOUND HEALTHILY IN MAY, AS THE MARKET CHOOSES TO INTERPRET THE FED’S OVERTURES AS ...

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MARKET PULSE

Market Pulse: Mid-April 2024 Recap

BY MID-APRIL 2024, THE STOCK MARKET BEGAN TO SHOW SIGNS OF UNEASE, MARKING A SHIFT ...

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MARKET PULSE

Market Pulse: April 2024 Recap

APRIL PRESENTED A STARK CONTRAST TO THE PREVIOUS MONTHS, WITH MAJOR EQUITY MARKETS EXPERIENCING A ...

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MARKET PULSE

Market Pulse: End Of March 2024 Roundup

MARCH PROVED TO BE A STRONG MONTH FOR EQUITY MARKETS, EXTENDING THE POSITIVE MOMENTUM WITNESSED ...

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MARKET PULSE

Market Pulse 15th March 2024

MARKET ON THE RISE Stock markets continued its positive trajectory from the beginning of the ...

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MARKET PULSE

Market Pulse: February 2024 Review

EQUITY MARKETS February saw a continuation of the cautious optimism observed in January, with major ...

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MARKET PULSE

Market Pulse: January 30, 2024

GLOBAL STOCK MARKETS FINISHED JANUARY WITH MIXED RESULTS, REFLECTING A MONTH OF CAUTIOUS OPTIMISM AND ...

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MARKET PULSE

Market Pulse: January 15, 2024

AS OF JANUARY 15TH, 2024, GLOBAL STOCK MARKETS EXHIBITED CAUTIOUS OPTIMISM FOR THE YEAR. MAJOR ...

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MARKET PULSE

Market Pulse: December 2023

DECEMBER 2023 MARKED A STRONG YEAR-END RALLY FOR STOCKS, GIVEN SEVERAL KEY FACTORS: MARKET MOVERS ...

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Asset Allocation Insights

ASSET ALLOCATION PERSPECTIVES

Game Boy

Game Boy Asset Allocation Outlook Q1 2025 EXECUTIVE SUMMARY Tariff talk could well be a ...

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ASSET ALLOCATION PERSPECTIVES

Podcast Politics

EXECUTIVE SUMMARY The largest election day market move will need to consolidate US Federal Reserve ...

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ASSET ALLOCATION PERSPECTIVES

Bits, Bytes and Base Pairs

EXECUTIVE SUMMARY AI’s ‘mania’ by some measures already dwarfs that of the 2000’s TMT bubble; ...

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ASSET ALLOCATION PERSPECTIVES

The Half Penny Place

EXECUTIVE SUMMARY Markets are beginning to price in a higher probability of a growth re-acceleration; ...

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ASSET ALLOCATION PERSPECTIVES

All’s Well That Ends Well

EXECUTIVE SUMMARY The prevailing theme of 2023 was ‘disinflation’ ultimately providing fertile ground for equity ...

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ASSET ALLOCATION PERSPECTIVES

Recession Obsession

The impact of historic coordinated global policy tightening (read: interest rate hikes), continues to ripple ...

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ASSET ALLOCATION PERSPECTIVES

Bear With Me

A bear market which is in essence a valuation reset is very different (typically shorter ...

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ASSET ALLOCATION PERSPECTIVES

Inflation In Things We Want, Deflation In Things We Don’t Want

The war in Ukraine, China’s sweeping lockdowns, soaring inflation, shortages of energy and key commodities, ...

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ASSET ALLOCATION PERSPECTIVES

Gone Viral

From the outset we just wanted to make mention of the fact that this must ...

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ASSET ALLOCATION PERSPECTIVES

Role Reversal

The storm clouds are gathering for 2022. After years of ultra-accommodative fiscal and monetary measures, ...

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ASSET ALLOCATION PERSPECTIVES

Vaccination Variation

Johnson and Johnson’s news that the vaccine is effective against the Delta variant should help ...

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ASSET ALLOCATION PERSPECTIVES

The Great Unwind

Perhaps in contrast to the common conception, we believe the biggest trend in the world ...

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ASSET ALLOCATION PERSPECTIVES

Planes Trains and Automobiles

We believe that vaccine prospects are likely to make 2021 a year of global economic ...

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