Insights, 13 May 2026

2026 - 27 Australian Federal Budget

I hope I buy before I get old (Courting the young generation)

There are different budgets for different times. Sometimes a government needs to tighten its belt and record a solid surplus. Other times, money needs to be handed out to forestall a recession. Despite the turbulence of the war in Iran, this year’ ...

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News, 09 Mar 2026

RBA Raises, SaaS Slips, Iran Incursion

Economic Update - February 2026

AI bubble concerns morphed into the 'SaaSpocalypse' as AI agents threaten to eat all software and replace all jobs. Perhaps the governor of the RBA may feel a little nervous as the RBA wrestles with still-rising inflation. Elsewhere, Takaichi re ...

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News, 10 Feb 2026

Silver and Gold

Economic Update - January 2026

Politics overshadowed the economy in January. Fears of an AI bubble gave way to fears over Venezuela, Greenland, Iran, and Minnesota. However, economics cannot be ignored, and the month ended with the announcement of a new Fed chair, falling gold and si ...

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News, 03 Feb 2025

Securitisation in Australia: Non-banks are stepping up

Chart of the Month - January 2025

Back in 2007, Pirates of the Caribbean: At World’s End topped the global box office and Asset-Backed Securities (ABS) issuance was riding high. But as the Global Financial Crisis hit full stride in 2008, the champagne went flat for ABS. ABS tumble ...

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Insights, 19 Sep 2024

Blackstone bets big on Australia

Australian Spotlight - September 2024

When the world’s biggest alternative asset manager, USD 1.1 trillion AUM, makes some big bets on Australia, the world takes notice. Over 13 years, Blackstone has invested USD 17 billion in Australia. However, a single new investment announced ...

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