Insights
At Barker Wealth, we believe informed decisions lead to lasting results. Our Insights explore key themes shaping financial markets, investment strategy, and wealth management. From economic analysis and portfolio perspectives to practical guidance on building and protecting wealth, these articles reflect our disciplined, evidence-based approach and commitment to helping clients make confident financial decisions.
Bricks vs Balance Sheets: Property vs Portfolio with Rich Harvey
November 9, 2026
Episode 1 of the Barker Wealth Podcast: Joshua Barker and Propertybuyer CEO Rich Harvey on low rental yields, the property correction, wholesale investing and property vs shares for the next five years. Watch, listen or read the full transcript.
The RBA hiked on a split vote as AI stocks reset
November 8, 2026
The RBA raised the cash rate to 4.85% on a 6 to 3 vote, the S&P 500 had its worst week since April 2025 and the Nikkei fell 9.3%. The ASX 200 still rose 1.3% to 9,020.8. Here is Barker Wealth's market view, and the week ahead for Monday morning.
AI spending doubts and a bond market that blinked
October 25, 2026
AI spending doubts sent the US 10 year Treasury yield down about 19 basis points in a single session, its biggest fall since March 2023, while the ASX 200 slipped 0.1% to 8,795.2. An Australian lender also suspended a real estate credit fund. Here is Barker Wealth's weekly market view.
ASX market update October 2026: the AI trade splits on who pays for the build
October 17, 2026
Hot US inflation and a record cost to insure CoreWeave's debt split the AI trade between companies that fund the build and those that borrow for it. The Nasdaq fell 4.5%, Europe rose 2.1%, and weak Australian jobs data all but removed a November rate rise. Barker Wealth's weekly view.
ASX market update October 2026: a pulled float and a higher bar for capital
October 10, 2026
Firmus withdrew its $7 billion ASX float after investors refused a $43.7 billion valuation. US 10 year yields touched their highest since 2002, private credit funds closed to redemptions, and US property delinquencies hit 2020 levels. Barker Wealth on a week when every asset class had to justify its price.
ASX market update October 2026: the Reserve Bank raised and the bond market disagreed
October 4, 2026
The Reserve Bank lifted the cash rate to a 15 year high on Tuesday. By Friday the three year yield had fallen to its lowest in three weeks. Between those two facts sits an August inflation print that looks alarming on the headline and unchanged underneath it.