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MB Growth Tops Super FY25 League Tables—Here’s What Drove It

July 19, 2025 - 09:09 -- Admin

Independent performance tables to 30 June are in, and the AFR  has listed the best‑performing large super funds. Our flagship MB Growth fund finished near the very top with a 12.1 % return for FY‑25¹. We’re proud of the outcome, but prouder still of how we achieved it. What made the difference? Driver Our positioning Why it

Weekend reading and MB media releases

July 19, 2025 - 00:05 -- Admin

International Reading: Student-loan borrowers are at high risk if Trump dismantles the Department of Education, 11 organizations told Elizabeth Warren – Business Insider Texas ranks as No. 1 state with the most people in financial distress – Dallas Culture Map The number of first-time homebuyers is plummeting. Why that’s bad news for the US economy.

Macro Afternoon

July 18, 2025 - 16:00 -- Admin

Most share markets in Asia are lifting going into the final trading session of the week although Japanese bourses are cautious given the domestic election this weekend and the concern over inflation after today’s June print. Meanwhile speculation is rising that the Fed will cut rates at the next FOMC meeting with currency markets selling

Blind RBA needs to cut 50bps

July 18, 2025 - 14:00 -- Admin

The economy must suffer, and workers in particular, because the Reserve Bank of Australia will not, under any circumstances, mention immigration. And so, it carries on like a pork chop about the risk of rising wages; when it is not fighting 620k unemployed, it is fighting 50 million unemployed in India, or 350% unemployment. There

Aussies are expecting big house price gains

July 18, 2025 - 13:30 -- Admin

In June, Australian property values reached a record high, as illustrated by PropTrack below. The Westpac Consumer Sentiment Index, released this week, confirmed that Australians had turned hyper-bullish on property prices, expecting large increases in the coming months. As illustrated below by AMP chief economist Shane Oliver, consumer expectations for house price growth have hit a

Why we cannot build enough homes

July 18, 2025 - 12:30 -- Admin

Australia is experiencing a generational housing shortage, exacerbated by historically high immigration-driven population growth and a sluggish housing supply. A meeting of the national cabinet in August 2023 agreed on a National Housing Accord, which aims to build 1.2 million new homes between July 1, 2024, and July 1, 2029. This 1.2 million target requires

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