Our Insights

Australia's central bankers were global outliers in 2024. While many of their counterparts in the G20 discussed rate cuts, the Reserve Bank of Australia continued to make hawkish noises, concerned about stubborn inflation.

We're continually tapping fund-flow data from our partners at EPFR to demonstrate how asset-allocation decisions, with their implications of heightened or waning confidence in an economy, can have a predictive relationship with bottom-up metrics.

Global commodity inflation is mostly in retreat, but aficionados of some of the world's favourite legal stimulants have yet to feel any relief.

Producers of global agricultural commodities face a complex environment that changes every year. Weather conditions, demand, and prices for inputs like fuel and fertilizer are all volatile.