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In this month's Core Offerings, we briefly assess how H1 2024 has evolved relative to our expectations.

2025 delivered strong returns despite disruption, with tariffs muted and growth resilient. For 2026, expect early slowing then a mid-year credit-led recovery, reflationary conditions, and equity upside short term, requiring active management, inflation protection and balanced exposure to AI.

The Australian fixed income market has undergone a renaissance. What was once a narrow, single-sector market focused primarily on government bonds has evolved into a broad, diversified investment universe.

Are markets on the cusp of a pivot? And in exactly which direction? For some time now, equity markets have been grinding higher—and bond yields have been trending lower—underpinning solid investor returns.

There is little doubt that Australia has already begun to feel the impacts of a changing climate.

Our minds have turned to the 'next big (beautiful)' thing, or more accurately, that which is 'unexpected' that could materially influence asset markets ahead (we acknowledge that, predicting the 'unexpected' is by definition paradoxical).

An update from LGT Crestone's Chief Investment Office.

A torrent of executive orders, tariff threats (and enactments), press conferences, and social media posts have marked a frenzied, often baffling first six weeks of the second Trump Administration. Amid this cacophony, "muzzle velocity" may very well be the most important term for investors to...

A torrent of executive orders, tariff threats (and enactments), press conferences, and social media posts have marked a frenzied, often baffling first six weeks of the second Trump Administration. Amid this cacophony, "muzzle velocity" may very well be the most important term for investors to...