Insights

Investment insights and research, in one place.
Market commentary from Antony, alongside selected Shaw and Partners research publications.
A single library covering equities, private credit, asset class outlooks and portfolio thinking. Antony’s posts share his perspective on what’s moving markets and how it shapes portfolio decisions for high net worth clients and multi-generational family groups. Shaw and Partners publications add the underlying research that informs the advice.
Each item is tagged so you know at a glance whether you’re reading Antony’s commentary or a Shaw and Partners research piece.

Market Summary – July 2026
Global equity markets advanced during July as easing inflation, resilient economic data and improving expectations for interest rates supported risk

Market Summary – June 2026
The domestic market finished June modestly higher, with the S&P/ASX 200 rising 0.54% to close at 8,778.7, an increase of




Market Summary – July 2026
Global equity markets advanced during July as easing inflation, resilient economic data and improving expectations for interest rates supported risk

Market Summary – June 2026
The domestic market finished June modestly higher, with the S&P/ASX 200 rising 0.54% to close at 8,778.7, an increase of



Want to discuss what any of this means for your portfolio?
If you’d like to talk through how any of the themes covered here might apply to your own portfolio, the easiest first step is a conversation. Fill out the enquiry form and Antony will be in touch directly.