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.
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?
To recess, or not to recess, that is the question
It seems economists and strategists have been forecasting a recession now for ages, so where is it?
A contrarian opportunity in small caps
Contrarian investing is always difficult because, by definition, it requires swimming against the tide, which can be uncomfortable and tiring. While it’s certainly not for everyone, it is often where the best value and opportunity is to be found. Small cap...
Where you can find higher returns with less risk
Where to find higher returns with less risk. Private equity and credit have outperformed their public market equivalents in 20 of the past 21 years, with significantly less volatility.
Central banks and interest rates: myths vs reality
The presumption that central banks can control inflation using just interest rates rests on some economic theories that don’t stack up in the real world.
Are Australian banks safe?
The failure of three US regional banks and problems at Credit Suisse have rocked financial markets, leaving Australians asking if their deposits with Australian banks are safe.
Is the era of US share market dominance coming to an end?
At the end of every market regime, it is not unusual for the best performing countries, sectors and stocks of the previous regime to underperform, sometimes quite badly.
What just happened and what lies ahead
In our first blog of the year we look at the 2022 scorecard, the lessons learned, and run over the bullish and bearish argument for the year ahead.
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