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Insights

Industry insights, market views and economic expertise, brought to you by ANZ Private.

Latest insights 

  • Investment

    Turbulent Trump

    Chief Investment Office::Private Bank

    Chief Investment Office Private Bank

    Continued changes to policy direction from Trump have darkened the clouds hanging over certain parts of the market.

    7 March 2025
  • Investment

    Thematic investing

    Chief Investment Office::Private Bank

    Chief Investment Office Private Bank

    The notion of thematic investing has risen in popularity recently and is often associated with the technology sector and disruption.

    12 October 2023
  • Investment

    Trump fires the starting gun on the trade war

    Chief Investment Office::Private Bank

    Chief Investment Office Private Bank

    Initial fears over AI were overtaken by fears of a trade war, with markets fearing a growth slowdown more than inflation risk. It's early days to assess the impact ahead.

    18 February 2025
  • Investment

    2025 Global Market Outlook

    Chief Investment Office::Private Bank

    Chief Investment Office Private Bank

    Last year, markets finally reclaimed the peak from early 2022 and managed to sustainably hold above this level – a positive sign for momentum and market sentiment.

    19 January 2025

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