Insights

AUS: RBA “believe[s] we have rates at the right level”; higher for longer rate assumption keeps their inflation forecasts on track.

The top companies investors should own regardless of where interest rates and the economy are headed.

Morningstar details the fair value estimate on Tesla.

Morningstar’s two stocks suited to investors with different styles.

Henry Jennings argues the case for embracing risk and how to control, quantify and embrace it.

The RBA is widely expected to keep rates on hold when it meets on Tuesday, with a tilt back towards a tightening bias on the heels of stubbornly high inflation and low unemployment. Around the globe, the BoE meets on Thursday, China is back from holidays and Canadian Employment data is released on Friday.

Last month was a turbulent one for markets, with the upside surprises in US inflation and the escalation of conflict in the Middle East. Hear more from the iShares by BlackRock team.

Atlas Funds Management’s Hugh Dive details the five different points of the mining cycle and where commodities are currently positioned.