Market Commentary

InvestorDaily There are five powerful themes reshaping the investment landscape and driving corporate performance, creating winners and losers across global markets. The AI revolution stands as the defining narrative across global markets, driving fundamental shifts in capital allocation and valuation frameworks. But there are far more factors shaping the current investing landscape. Lower interest rate […]

InvestorDaily As emerging markets navigate deglobalisation, tariffs and regional conflicts, they are pivoting towards domestic drivers of growth and intra-regional trade. This shift raises an important question: Can emerging markets successfully adapt to this new economic landscape by leveraging domestic demand, “South-South” trade and technological innovation to reinvent themselves as attractive destinations for growth and […]

It’s hard to believe just how much recruitment has changed over the past 20 years, and we’ve seen it all firsthand at Anton Murray Consulting. Back in the early 2000s, things were much simpler (and a lot slower). We relied on printed CVs, job boards, and our own personal networks to connect candidates with clients. […]

InvestorDaily The performance highlights the growing strength of consumer companies in emerging markets, which are beginning to challenge US peers in both scale and investor interest. VanEck cross-asset specialist Anna Wu said Pop Mart’s trajectory illustrates the broader case for emerging markets equities, which are playing a bigger role in Australian investment portfolios. The VanEck […]

InvestorDaily Growing investor demand, structural supply-side factors and a shift in strategy across the buyout landscape is expected to see annual exit values from continuation investments increase 329 per cent by 2034, according to new analysis by Schroders Capital. In 2024, continuation-related buyout and growth capital exit value had already reached close to US$45 billion, […]

Investment Magazine We are currently in the midst of an important national conversation about productivity and the inhibitors to growth ahead of the government’s Economic Reform Roundtable. The Prime Minister and Treasurer deserve much credit for putting the spotlight on ideas to propel Australia into a new era of prosperity so early in their new […]