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Turning Royalties into Returns
Turning Royalties into Returns

7 min read • 3 Jun 2026 Hugh Lam

Investment Strategist


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Market Trends: June 2026

Key global developments in May On-again, off-again US-Iran ceasefire talks continued to support risk assets in May. Oil prices dropped despite the Strait of Hormuz remaining effectively closed.  Ongoing strong demand for AI-related computer chips and data centres continued to support the ‘AI trade’. This is no longer just a US tech story, with good gains evident in...

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What’s driving Australia’s inflation uplift?
What’s driving Australia’s inflation uplift?

5 min read • 3 Jun 2026 David Bassanese

Chief Economist

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Technical note: June 2026
Technical note: June 2026

6 min read • 3 Jun 2026 Thong Nguyen

Head of Equities


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Still hoping
If you’d prefer to listen to this week’s edition in podcast form, please click the player below:

Global week in review: inching to a deal  

The global picture this week looks much like last week’s, with my sentiment still applying: “US equities continued their move into record territory last week, with on-again off-...


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