Insights
Quick reads on markets and policy
Written for practitioners and informed investors—free to read, dated and sourced. You’ll find short market and macro notes that explain moves and policy shifts without the noise; evergreen principles that clarify risk, ranges and behaviour; and concise explainers on the themes we’re asked about most. When doing nothing is the right call, we say so.
Assets With Birthdays
Canberra's argument is about who the Budget's tax changes are fair to. The market question is quieter: what the grandfather clause tells the landlords it exempts to do next.