Australian Market Valuation Book

Australian Market Valuation Book - December 2025

Your guide to the asset classes and markets of Australia

Jan 2 • Callum Thomas

1

November 2025

Australian Market Valuation Book - November 2025

Your guide to the asset classes and markets of Australia

Nov 30, 2025 • Callum Thomas

1

Chart: Australian Stock/Bond Ratio

An Aussie anomaly presenting potential angst for asset allocators..

Nov 7, 2025 • Callum Thomas

9

1

2

Australian Market Valuation Book - October 2025

Your guide to the asset classes and markets of Australia

Nov 3, 2025 • Callum Thomas

2

October 2025

Chart: Housing Market Valuations

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

Oct 14, 2025 • Callum Thomas

7

2

Chart: Australian Credit Spreads

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

Oct 7, 2025 • Callum Thomas

5

2

Australian Market Valuation Book - September 2025

Your guide to the asset classes and markets of Australia

Oct 1, 2025 • 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, 2025 • Callum Thomas

6

2

Chart: Aussie Small Caps

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

Sep 23, 2025 • Callum Thomas

5

3

Chart: AUDUSD Next Steps

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

Sep 9, 2025 • Callum Thomas

6

2

Australian Market Valuation Book - August 2025

Your guide to the asset classes and markets of Australia

Sep 1, 2025 • Callum Thomas

1

August 2025

Australian Market Valuation Book - July 2025

Your guide to the asset classes and markets of Australia

Aug 4, 2025 • Callum Thomas

3

1