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Donald Trump Defence Sector Outlook
Defence Sector Outlook: How Trump’s Policies Could Reshape Global Military Spending
The global defence landscape is experiencing significant changes, driven by evolving geopolitical tensions and shifts in policy from major powers. In our view, Trump’s policies have played a pivotal role in reshaping military spending worldwide. His stance on NATO burden-sharing, reduced military aid to Ukraine, and an emphasis on "America First" defence policies have forced…
Fisher & Paykel
Healthcare Stocks on the Rise: Capitalising on Medicare Reforms
Are you looking to take advantage of the growing opportunities in the healthcare sector? Markets are once again focusing on healthcare stocks following recent pledges by politicians to expand Medicare funding in Australia. The Australian government and opposition have unveiled substantial plans to improve access to healthcare services for all Australians. These reforms promise that bulk-billed…
Trump’s Wall Street Allies
Trump’s Wall Street Allies: Who’s Benefiting Big from His Return?
The financial markets and industries could undergo changes due to Trump's presidential victory in the 2024 election. His pro-business agenda on taxes, deregulation, and continued support for traditional energy industries may affect Wall Street considerably. While some sectors, such as finance, energy, real estate, and defence, may expect positive policy revisions, the precise implications on…
Australian Markets Elections
Historical Trends: How Australian Markets React to Elections
Elections are integral to any nation and influence economic policies, enterprise sentiment, and investor confidence. Australia’s federal elections have historically been recognised by increased market activity and often short-term volatility as investors assess potential changes to policy and economic direction. But how do elections impact the Australian stock market? Do certain political parties tend to create…
Australian Dollar (AUD)
The Australian Dollar and Election Volatility: Will the AUD Take a Hit?
What will the 2025 Australian federal election do to the Australian Dollar (AUD)? Governments that win elections create market uncertainty, which currency markets quickly respond to. Investor reaction to Australian political news drives changes in the AUD exchange rate before and after election day. Past elections consistently influenced the AUD due to investors responding to evolving…
ASX futures
ASX Futures in 2025: Riding the Wave or Getting Wiped Out? A Practical Guide for New Traders
New traders will encounter both risks and opportunities when trading ASX futures contracts on the Australian Securities Exchange in 2025. Modern traders need a solid understanding of ASX futures to succeed in markets that show volatile behaviour as the global economy returns to normal. This guide aims to provide practical information to help novice traders…
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