Australian Market Valuation Book

Chart: Australian Stock/Bond Ratio

An Aussie anomaly presenting potential angst for asset allocators..

Nov 7 • 

Callum Thomas

9

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Australian Market Valuation Book - October 2025

Your guide to the asset classes and markets of Australia

Nov 3 • 

Callum Thomas

2

October 2025

Chart: Housing Market Valuations

Australia & New Zealand have this one controversial thing in common...

Oct 14 • 

Callum Thomas

7

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Chart: Australian Credit Spreads

Credit markets are showing signs of complacency, but there's a few important points to note...

Oct 7 • 

Callum Thomas

5

2

Australian Market Valuation Book - September 2025

Your guide to the asset classes and markets of Australia

Oct 1 • 

Callum Thomas

2

September 2025

Chart: Boom & Bust in Developed Markets

A look at the long-term trends/cycles and the current valuation divide within Developed Market equities...

Sep 30 • 

Callum Thomas

6

2

Chart: Aussie Small Caps

Surging small caps have investors asking: is this a risk or opportunity?

Sep 23 • 

Callum Thomas

5

3

Chart: AUDUSD Next Steps

Considering the overlooked upside case for the Aussie dollar...

Sep 9 • 

Callum Thomas

6

2

Australian Market Valuation Book - August 2025

Your guide to the asset classes and markets of Australia

Sep 1 • 

Callum Thomas

1

August 2025

Australian Market Valuation Book - July 2025

Your guide to the asset classes and markets of Australia

Aug 4 • 

Callum Thomas

3

1

July 2025

Australian Market Valuation Book - June 2025

Your guide to the asset classes and markets of Australia

Jul 1 • 

Callum Thomas

2

June 2025

Chart: Australian Government Bonds

ACGBs are cheap... (and turning the corner?)

Jun 18 • 

Callum Thomas

6

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