What do Recent Yield Shifts Tell Us About the Economic Outlook?
Bond yields often serve as a barometer for economic sentiment. Recently, we've observed an intriguing shift in US bond yields that's...
top of page
Insights
Our perspective. Our thinking. Our insights. Sign up for email alerts and stay up to date.
Search
Royce Advisory
- Sep 6
- 1 min
What can long-term investors learn from Singapore's sovereign wealth fund?
One of Singapore's two sovereign wealth fund's (GIC) recent annual report contains a treasure trove of insights (link below). Working...
3 views0 comments
Royce Advisory
- Sep 6
- 1 min
S&P500 Market Concentration & a possible US Fed rate cut?
The five largest stocks in the S&P 500 now make up 29% of the market. This concentration of Microsoft, Apple, Nvidia, Alphabet, and...
1 view0 comments
Royce Advisory
- Sep 6
- 1 min
Australian Banks: Steady Amid Headwinds in FY2024 Results
Australian Banks: Steady Amid Headwinds in FY2024 Results As we wrap up the FY2024 reporting season for Australia's major banks, it's...
0 views0 comments
Royce Advisory
- Aug 23
- 3 min
Australian Economy: A State-by-State Analysis
Each state or territory within the Australian economy is nuanced and contributes to the overall national Economy in different ways. As...
24 views0 comments
Royce Advisory
- Aug 22
- 1 min
Family Offices in 2024: Evolving Strategies & Priorities
The recent Ocorian 2024 Global Family Office Report revealed a number of key investment themes facing Family Offices – everything from...
8 views0 comments
Royce Advisory
- Aug 19
- 3 min
US Earnings Season - key themes post results
The US earnings season is often a period of intense scrutiny for investors, as companies' quarterly results reveal critical insights into...
125 views0 comments
Royce Advisory
- Aug 19
- 1 min
Reporting Season Update: Key Insights from Week 2
As we navigate through the August reporting season, here's what caught our attention in Week 2: <Positive Surprises Continue> Net beats...
0 views0 comments
Royce Advisory
- Aug 19
- 1 min
Labour Market Update... Mixed Signals?
Australia's labour market continues to present a complex picture as outlined in the July 2024 data: - Employment rose by 58.2k,...
0 views0 comments
Royce Advisory
- Aug 16
- 4 min
Digital Transformation Investment Opportunities
Digital transformation is reshaping the global economy, offering compelling investment opportunities, especially in the realm of digital...
250 views0 comments
Royce Advisory
- Aug 16
- 4 min
Smart Beta: The Evolution of Index Investing
When it comes to investment strategies, the debate often centers on whether to pursue active or passive management. However, the lines...
108 views0 comments
Royce Advisory
- Aug 16
- 1 min
Household Spending Insights
The latest household spending data from Commonwealth Bank reveals some interesting shifts: Insurance Costs on the Rise - Insurance...
2 views0 comments
Royce Advisory
- Aug 15
- 1 min
Would a US Republican Victory kill the Inflation Reduction Act (IRA)?
With the upcoming US election less than four months away, a key investor debate remains on what may happen to a key piece of US climate...
3 views0 comments
Royce Advisory
- Aug 15
- 1 min
What does the remainder of 2024 have in store for the S&P500 Index?
Citigroup has this week lifted their S&P 500 year-end ’2024 target to 5600 Inherent in these targets is an assessment of three...
3 views0 comments
Royce Advisory
- Aug 15
- 1 min
How would a Trump presidency impact US-China relations & markets?
The US presidential election is less than four months away. The election outcomes will be consequential to asset markets globally,...
0 views0 comments
Royce Advisory
- Aug 15
- 1 min
What happened to ESG investing?
A recent study into ESG investing by Invesco found that a shift is occuring away from Central Banks and Sovereign Funds maintaining an...
0 views0 comments
Royce Advisory
- Aug 15
- 1 min
Does the US Fed rates flight path remain unclear?
Overnight the US Federal Reserve suggested it is doing nothing at all, and not committing to doing anything in the future... but perhaps...
8 views0 comments
Royce Advisory
- Aug 15
- 1 min
The ASX sharemarket reaching new heights in July 2024
The 8000 Index level of the ASX200 was challenged multiple times throughout July 2024, before setting a new high at 8092. This was...
1 view0 comments
Royce Advisory
- Aug 15
- 1 min
Are RBA rate cuts bad for Bank stocks? 🏦💸
As we approach potential RBA rate cuts from February 2025 onwards, Australian bank stocks are potentially facing an interesting...
0 views0 comments
Royce Advisory
- Aug 15
- 1 min
Market Volatility - that was a day for the history books
To put it into perspective, Monday's -12.48% pullback in Topix (Japanese Stockmarket) was the second largest on record following the...
0 views0 comments
bottom of page