Insights
Stay informed with the latest news and insights.
Economic and market update
November 2025
Which key events have been driving markets? Read this article by MLC Asset Management's Senior Economist Bob Cunneen to find out.
A note from Dan
November 2025
Finding opportunities beyond the United States
Dan Farmer, Chief Investment Officer
While the US remains a compelling destination for client capital, we are increasingly identifying attractive opportunities elsewhere, particularly in emerging markets.
Australia’s inflation remains a concern, but there’s still hope
October 2025
Despite the recent disappointing inflation result, MLC Asset Management’s Senior Economist Bob Cunneen remains optimistic about the prospect of interest rate cuts next year.
A note from Dan
September 2025
Mercantilism with American characteristics
Dan Farmer, Chief Investment Officer
The US appears to have turned away from its historic model of freewheeling capitalism as the Trump administration prioritises reindustrialisation.
2025 financial year in review
July 2025
MLC Asset Management's Senior Economist Bob Cunneen provides a review of investment markets over the 2025 financial year.
America’s looming debt crisis
June 2025
MLC Asset Management’s Senior Economist Bob Cunneen asks whether the US is heading towards a government debt crisis.
Latest round of Middle East conflict results in restrained market reactions, so far
June 2025
Events like the Middle East conflict create some short-term market reactions, but a look at past geopolitical episodes suggest that markets tend to recover over the next 3-12 months.
Australia’s central bank finally confronts reality
May 2025
MLC Asset Management’s Senior Economist Bob Cunneen discusses how the RBA has finally become realistic on the need for lower interest rates.
Market volatility and your super
April 2025
The recent rollout of US President Trump’s new trade policy has rattled share markets. In times of market volatility, it’s natural to feel concerned about the impact on your retirement savings. However, it’s important to remember that super is a long-term investment. Discover more about the importance of long-term investing and how we manage your super during times of market uncertainty.
Changes to United States trade policy rattles share markets
April 2025
Global share markets, which had initially been optimistic about the United States’ economic prospects under President Donald Trump, have reversed course and weakened significantly over the last two months on the back of announced changes to US trade policy.
Tariffs, Trump and the passionate intensity of…
March 2025
MLC Asset Management’s Senior Economist Bob Cunneen discusses how global share prices have been shaken this year by President Trump’s policy agenda in his “second coming” to the White House.
2024 calendar year in review
January 2025
MLC Asset Management's Senior Economist Bob Cunneen provides a review of investment markets over 2024.
Navigating economic uncertainty: Dan Farmer CIO
September 2024
Dan Farmer, Chief Investment Officer of MLC Asset Management, shares his insight into our approach to intelligent investing.
Australia’s sticky inflation
July 2024
Australia’s inflation remains high, but does this justify another rise in interest rates? In this client-friendly article, MLC's Senior Economist Bob Cunneen explains the cause for Australia’s sticky inflation and why he believes another RBA interest rate rise would be a mistake that could risk a recession.
AI: what does it mean for investing?
20 May 2024
We examine the implications of AI on investing, its current applications, the pros and cons, and what the future holds for AI in financial services.
Choosing how your super's invested
20 May 2024
In this article, we look at the different investment options available through super including some of their benefits as well as things to consider.
Diversifying investments: why it's important
20 May 2024
We outline why diversification is so important for investors, and how it can help to mitigate risks while maximising opportunities.
A fragile and volatile world
March 2023
Global share markets opened the new year with mild optimism that inflation and interest rate risks were becoming more manageable and economic activity was improving. However, a sequence of financial shocks in March have dented this optimism. MLC's Senior Economist Bob Cunneen explains why we seem to be still living in a fragile and volatile world.
