Market Commentary

InvestorDaily The LEGO Group revealed significant progress in its efforts to increase the use of sustainable materials in its products, announcing that it reached 52% renewable and recycled content in the materials used to produce its LEGO bricks in 2025, up from 33% the prior year. The new data was released with LEGO Group’s 2025 Sustainability Statement, […]

InvestorDaily Barclays has said the Australian dollar is emerging as a standout performer thanks to a potential AI-linked commodity supercycle, similar to the China-led boom a decade ago. The Australian dollar has emerged as the standout performer among major currencies, driven by what Barclays describes as the early stages of an AI-linked commodity boom. In […]

InvestorDaily The IMF has forecast stronger economic growth for Australia than the RBA is expecting while recommending tax reforms ahead of the May budget. In its yearly report on Australia’s economy, the International Monetary Fund (IMF) said the country was managing a “soft landing” following the pandemic, with “economic recovery expected to continue in the near-term.” Its […]

InvestorDaily While institutional investors continued their shift away from fixed income in December, flows into Australian government debt were the strongest in five years, according to State Street. The latest State Street Markets’ Institutional Investor Indicators showed a modest rise in risk appetite as investors rotated from fixed income into equities while cash allocations held […]

InvestorDaily The promise of AI can only be realised if the world learns to expand this technology without exceeding the limits of the energy, water and infrastructure it ultimately relies on. In just five years, artificial intelligence has gone from being a technological promise to becoming an economic and social phenomenon on a global scale. […]

InvestorDaily On a recent trip to Australia, I found the discussions and questions from the wholesale (adviser) market were grounded in problems to be solved and opportunities to be captured. It became clear that they are very much focused on investing with an absolute return mindset, rather than seeking to take excessive risk. They are […]