Adviser Insights

February 2026 CPI: Softer inflation little solace to RBA
Macro
keyboard_arrow_down
February 2026 CPI: Softer inflation little solace to RBA
keyboard_arrow_down
25 Mar 2026 | David Bassanese
keyboard_arrow_down
HBRD: An expanded credit income universe
Markets
keyboard_arrow_down
HBRD: An expanded credit income universe
keyboard_arrow_down

HBRD expands beyond hybrids, broadening credit opportunities while maintaining income focus, lower fees and flexibility.

25 Mar 2026 | Chamath De Silva
keyboard_arrow_down
A new era: physical AI and humanoids enter the stage
Investment ideas
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
A new era: physical AI and humanoids enter the stage
keyboard_arrow_down

Robotics hits an inflection point as falling costs and AI advances accelerate adoption.

25 Mar 2026 | Hugh Lam
keyboard_arrow_down
Middle East MAD
Bassanese Bites
keyboard_arrow_down
 ,  Macro
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Middle East MAD
keyboard_arrow_down

Markets on edge as Iran deadline lifts oil prices and heightens global market volatility.

23 Mar 2026 | David Bassanese
keyboard_arrow_down
US Fed holds rates as it awaits impact of Middle East conflict
Macro
keyboard_arrow_down
 ,  Macro & markets
keyboard_arrow_down
US Fed holds rates as it awaits impact of Middle East conflict
keyboard_arrow_down

In an uneventful meeting, the US Fed held rates for the second consecutive meeting.

19 Mar 2026 | Parker Guan
keyboard_arrow_down
Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
Investment ideas
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
keyboard_arrow_down

We outline two potential paths for markets and highlight ETFs that may help investors position...

18 Mar 2026 | Cameron Gleeson
keyboard_arrow_down
Has the AI sell-off made cybersecurity more compelling?
Investment ideas
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Has the AI sell-off made cybersecurity more compelling?
keyboard_arrow_down

AI is changing cyber threats faster than markets may have priced in.

18 Mar 2026 | Hugh Lam
keyboard_arrow_down
March RBA decision: Hawks win boardroom battle
Macro
keyboard_arrow_down
 ,  Macro & markets
keyboard_arrow_down
March RBA decision: Hawks win boardroom battle
keyboard_arrow_down

By one vote, the RBA votes to hike interest rates for the second time in...

17 Mar 2026 | David Bassanese
keyboard_arrow_down
Crypto is quietly entering the financial system
Digital assets
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
 ,  Off the chain
keyboard_arrow_down
Crypto is quietly entering the financial system
keyboard_arrow_down

The broader crypto market moved steadily higher last week.

17 Mar 2026 | Justin Arzadon
keyboard_arrow_down