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Time to Rethink Your Portfolio's Commodities Exposure?
Many investors are currently grappling with how best to position themselves when it comes to commodities like iron ore, copper, and...

Royce Advisory
Oct 7, 20241 min read
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A major shift is underway across the Banking sector
Australian banks are at a crossroads. Climate change isn't just an environmental issue—it's reshaping our economy and the way our four...

Royce Advisory
Oct 1, 20241 min read
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The US Fed has Cut Rates by 0.5%
The US Federal Reserve has cut interest rates by half a percentage point, bringing the benchmark rate to 4.75-5%. This marks the first...

Royce Advisory
Sep 19, 20241 min read
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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...

Royce Advisory
Sep 9, 20241 min read
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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...

Royce Advisory
Sep 6, 20241 min read
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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...

Royce Advisory
Sep 6, 20241 min read
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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...

Royce Advisory
Aug 22, 20241 min read
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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,...

Royce Advisory
Aug 19, 20241 min read
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Household Spending Insights
The latest household spending data from Commonwealth Bank reveals some interesting shifts: Insurance Costs on the Rise - Insurance...

Royce Advisory
Aug 16, 20241 min read
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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,...

Royce Advisory
Aug 15, 20241 min read
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Are Australian investors too focused on their own backyard?
Recent studies highlight a concerning trend in retail investor portfolios - extreme home bias and lack of diversification. 1- Retail...

Royce Advisory
Aug 15, 20241 min read
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