This week, Portfolio Manager Joel Grosvenor unpacks rising US unemployment and its impact on rate expectations, ahead of next week’s Federal Reserve meeting while gold hits new highs as investors seek safe-haven assets.

This week, Portfolio Manager Matt Wilkinson looks at a strong August for the ASX, US megacaps continuing to deliver strong returns in global markets, and what the tariff saga means for global retailers and US inflation.

Equity Market Strategist Lochlan Halloway is back with Part 2 of the Reporting Season update, with more upgrades than average and big share price swings for blue-chip stocks.

Join Equity Market Strategist Lochlan Halloway in this week’s Market Minute, where he’s covering the first stage of Reporting Season.

This week, the RBA cut rates after a surprise hold in July; CBA reported earnings ; US inflation data came out, showing its highest reading since February.

A quieter week in markets sees the investment team take a cautious approach on US large caps and Aussie equities.

Senior Portfolio Manager Bryce Anderson reviews the biggest market movements of the week, with Trump’s trade policy dominating again.

Bianca Rose discusses recent market movements, US-Japan tariffs, Japan’s election impact, and Morningstar’s focus on valuation opportunities.

President Trump made headlines with yet another tariff threat on Mexico and the European Union. EU equity markets reacted negatively, while US markets continued to trade near all-time highs.