Market Commentary

BCG Against a backdrop of trade wars, tariff brinkmanship, and escalating geopolitical tension, global financial wealth rose 10.7% to $333 trillion in 2025, up 2 percentage points over the prior year—the highest rate of growth since 2021. (See Exhibit 1.) Including real assets, net wealth reached $550 trillion, up 9.3%. The gains were not evenly […]

ifa Gen Z has overtaken Millennials as the most retirement-confident generation in Australia, with MLC linking this to increased economic pressure prompting many to take control of their finances. This is despite the fact that Gen Z remains largely advice-averse, as well as demonstrating lower levels of financial literacy than other generations. According to MLC’s Real Retirement Report, 45 per cent of Gen zs are […]

InvestorDaily Few companies embody that tension more than SpaceX. Many careful investors view the IPO as a trap to be avoided. The CMC Invest community appears to see things differently. Since listing, SpaceX has become the most traded US stock on the CMC Invest platform. During that period, it has generated six times more trades […]

InvestorDaily The US$200 billion global equity manager ClearBridge Investments says it is confident the US economy will remain resilient and avoid a recession this year. According to the firm’s US recession dashboard, which tracks 12 variables across consumer, business and financial activity that have historically signalled an approaching recession, the US remains “firmly in the green”. That confidence holds despite ongoing geopolitical […]

InvestorDaily With 150 million data points generated per match and 104 matches played across the competition, the 2026 FIFA World Cup represents the largest structured sports dataset ever assembled – and Deutsche Bank says data, not just matches, is becoming a monetisable asset. The 2026 World Cup has become a live economics seminar, according to […]

BCG Humans have offloaded cognition to tools since ancient times, from the first tally mark to calculators and GPS devices. What makes generative AI (GenAI) different is the nature of the work it performs. Unlike previous tools, GenAI doesn’t merely support human thinking; increasingly, it substitutes for it, with consequences for a specific set of […]