After several strong years for global share markets, 2025 delivered a very different set of winners. In this article, James Weir reviews what drove last year’s market performance, from the shift away from US mega cap tech to the resurgence of commodities and international markets, and explores what the outlook for 2026 may hold for investors.
Private credit can play an important role in delivering reliable income and portfolio diversification, but not all private credit investments are created equal. In this article, James Weir explains why careful manager selection matters, what ASIC’s recent review means for investors, and the key criteria Steward Wealth uses when recommending private credit funds.
Is the AI trade a bubble? It’s the question dominating headlines right now. At our recent Investment Committee meeting we put the issue under the microscope, trying to separate narrative from numbers: on one side sit eye-watering capex plans, concentration risk and...
Steward Wealth’s Quarterly Overview and Market Update for the September 2025 quarter highlights strong global momentum, with 17 share markets reaching record highs led by emerging economies. US growth remains resilient, Australia shows early signs of recovery, and commodities—particularly gold—continue to rise as markets head into the historically strong December quarter.
With markets trading at all-time highs, it’s natural to ask: what’s driving this strength? In this article, James Weir looks at the most compelling reasons that may justify the rally.
With the US facing economic headwinds and global markets moving, investors are questioning whether it’s time to rebalance. In this article, James Weir explores strategic vs tactical asset allocation and what the latest trends could mean for your portfolio.
With markets still navigating uncertainty, we explore a range of historical and behavioural indicators to assess whether the recent rally marks a real turning point — or just another bounce.
Giles Borten, Co-CEO of Centuria Bass Credit, joins James Weir to share insights into the shifting regulatory landscape of private credit and the strategic moves their fund is making to stay ahead in today’s uncertain economy. Watch the full interview.
After a post-election rally, US markets have reversed course, with the so-called Trump Bump turning into the Trump Dump. From tariffs and economic uncertainty to slowing growth, investors are facing a rapidly changing landscape. Meanwhile, European markets are surging. What’s driving these shifts, and what should investors consider?
Explore the key financial, economic, and political events of 2024 and their implications for 2025. Insights from market trends, global elections, and sectoral shifts to guide your investment strategy.