Macro & markets
Bassanese Bites
AI-mageddon?
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Macro & markets
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14 Sep 2026 |
David Bassanese
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Markets
Dr Copper and budget woes – how to navigate a challenging Australian equity market
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Australian equities have become the most challenging part of a lot of investors portfolios. We...
9 Sep 2026 |
Tom Wickenden
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Bassanese Bites
US inflation test
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Macro & markets
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7 Sep 2026 |
David Bassanese
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Markets
Emerging markets: from cyclical to structural?
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2 Sep 2026 |
Hugh Lam
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Market Trends
Market Trends: September 2026
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Markets
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AI optimism and strong commodity prices shaped markets in August, while firmer rate-hike expectations pushed...
2 Sep 2026 |
David Bassanese
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Bassanese Bites
Hot CPI, cold GDP
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Macro & markets
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31 Aug 2026 |
David Bassanese
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Markets
How far could house prices fall?
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Why this housing cycle may differ from previous downturns.
26 Aug 2026 |
David Bassanese
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Markets
Navigating the evolving AI trade
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AI leadership is rotating as investors weigh capex discipline, demand and earnings durability.
25 Aug 2026 |
Hugh Lam
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Bassanese Bites
Bond market blues
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Macro & markets
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24 Aug 2026 |
David Bassanese
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