Australia's property downturn spreads beyond Sydney and Melbourne as rate rises bite. Plus, Regal's CIO on where the recent volatility is creating value, and a new APAC credit fund opportunity.

Oil spikes and tech earnings misses rattle markets as Middle East tensions escalate. Plus, new US tariffs hit Australian exports, and where family offices are shifting capital geographically.

UBS's 2026 Family Office Report reveals how the world's wealthiest investors are allocating to private markets, gold and leverage - plus what it means for portfolio strategy amid rising geopolitical risk.

A practical framework for evaluating risk, structure and manager quality in first mortgage private credit funds — covering manager track record, LVR limits, liquidity terms and transparency before you invest.

Sydney and Melbourne auction clearance rates hit multi-year lows as the RBA's June minutes and a fuel subsidy cut loom. Plus, why fund managers see small caps entering an early rotation phase.

The government confirmed new SMSF borrowing arrangements for residential property will be banned, effective around mid-August 2026. Existing arrangements are grandfathered. Plus: the case for small caps, and an Industrial Outdoor Storage opportunity.

Australia's economy grew just 0.3% in Q1, propped up almost entirely by data centre construction. Strip that out and the picture is much softer - and that's before three rate rises and Middle East-driven fuel costs fully hit.

Westpac forecasts property transactions could fall 20%, with investor activity dropping up to 34%, following budget changes to negative gearing and CGT. Plus: ceasefire optimism lifts US tech stocks

April jobs data came in well below expectations, with the economy losing 18,600 positions. The RBA is expected to hold in June, but the Middle East conflict and elevated oil prices mean further hikes may still be ahead this year.

The Dow reclaimed 50,000 as Cisco surged 13% and the Trump-Xi summit lifted sentiment. Plus: John Abernethy and Michael Baragwanath on why the 2026-27 Federal Budget falls short on housing affordability and sets up a stagflation risk.

The RBA lifts the cash rate to 4.35% as freight, fertiliser and grocery costs surge from the Hormuz closure. Plus: Clime's John Abernethy on why US inflation could breach 4% and stay there as debt nears the post-WWII danger zone.

The S&P 500 and Nasdaq hit fresh highs on strong earnings, but Meta and Microsoft sold off on ballooning AI capex. Plus: Citi Wealth's three-pillar portfolio framework, and Australia's CPI puts Tuesday's RBA decision at a coin toss.