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Reporting Season Wrap
The easy discussion today would probably be War or the price of Oil (or Petrol..eek). But the answer to the question is, “I don’t know”. How long does it go far. Does it spread? Or perhaps, end quickly. All outcomes give different results for potential action. Instead, lets talk the February reporting season. UBS released a report that gave us a quaint little summary. Positive earnings surprises outnumbered the misses (i.e. profit below expectation) at a ratio of 2 to 1.
3 days ago3 min read
The Rise of AI
This week has seen the plenty of market moving views. Perhaps the biggest was a thought piece from Citrini Research on the impact of AI on the US economy and investment & bond markets. It’s a long read but interesting. THE 2028 GLOBAL INTELLIGENCE CRISIS This prompted a few responses that they were just a little bit crazy (they admit at the end of the doom & gloom article most of it probably won't happen) but it clearly articulates why the market has been aggressively sel
Feb 272 min read
Retirement Confidence: Why Only 50% of Australians Feel Secure
A new national barometer on how Australians feel about their financial preparedness for retirement paints a sobering picture. According to AMP’s inaugural Retirement Confidence Pulse , only half of Australians feel financially confident about life after work with the headline confidence score sitting at 50 out of 100. The research, commissioned by AMP and conducted by Dynata in July 2025, surveyed 2,000 Australians across ages, incomes, employment types and family situations
Feb 232 min read
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