Our latest news and insights
From our quarterly outlook to our weekly insights into market trends, the Steward Wealth blog is the place to keep informed about what could affect your finances this week, month and year.
Private credit is redefining fixed income
Private credit is redefining fixed income as an asset class, with returns as high as 10 per cent plus attracting an explosion of interest. But all that attention has drawn the usual cowboy operators, so smart investors need to be careful.
Maybe the US share market isn’t as expensive as you think
US shares have outperformed for 14 years, should you be overweight or underweight?
2024: What just happened and what lies ahead
In our inaugural blog post of the year, we delve into a comprehensive review of the financial market's 2023 performance. Unpacking the lessons learned, we provide valuable insights into what lies ahead for 2024.
Interview with Partners Group co-founder Urs Wietlisbach
Hear Urs Wietlisbach's, co-founder of leading private equity firm, Partners Group, expert insights on how the new world of changing interest rates will affect private equity. Discover implications for returns and strategic moves of their signature Global Value Fund, as Wietlisbach sheds light on investment strategies in this exclusive interview.
What’s the best way to take advantage of the multi-year selloff in bonds?
Bonds have copped a beating over the past three years, are there bargains to be had?
The big spending that could keep the US out of recession
A year ago economists were unanimously forecasting the US would hit a recession in early 2023, but they were wrong. While there’s not as many bears this year, they could be wrong again for basically the same reason.
Emerging markets: good value or value trap?
Emerging markets are cheap. The problem is, they’ve been cheap for most of the last decade, and have failed to deliver on their promise. Over the past 10 years, the disparate collection of 24 countries bundled into “EM”, which range across Southeast Asia to South...
The stock market doldrums
Ancient sailors dreaded The Doldrums, a region near the equator whose atmospheric peculiarities would rob them of wind, leaving boats becalmed while the crew watched their supplies dwindle and cabin fever took hold. It took patience and faith that conditions would...
AI: boom, bubble or both?
AI is a game changer and has driven the US share market revival, but are we seeing a replay of the dotcom boom?
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