Macro & markets

RBA poised to strike
Bassanese Bites
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Macro & markets
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Markets
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RBA poised to strike
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Although global stocks inched higher last week, all the action was in currency markets.

Market Trends: February 2026
Macro & markets
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Market Trends
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Markets
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Market Trends: February 2026
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Shares rose on earnings, gold shone, bonds were steady, a stronger Aussie dollar trimmed offshore...

Critical minerals in the age of AI and tariffs
ESG/Ethical
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Markets
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Critical minerals in the age of AI and tariffs
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How AI, electrification and geopolitics are reshaping critical minerals for long-term investors.

Game, set & match: RBA to hike in February
Macro
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Macro & markets
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Game, set & match: RBA to hike in February
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The RBA has little choice but to throttle back current economic momentum.

Asian technology companies – the ultimate AI hedge?
Investment ideas
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Markets
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Asian technology companies – the ultimate AI hedge?
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Chinese equities have surged but the rally masks ongoing economic weakness.

The top performing Betashares ETFs of 2025
Markets
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The top performing Betashares ETFs of 2025
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Here are the top 10 performing Betashares ETFs from 2025.

Six charts for 2026
Markets
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Six charts for 2026
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Can markets keep rising in 2026 despite geopolitics, AI bubble fears and US policy uncertainty?

No clarity on Clarity Act
Digital assets
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Markets
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Off the chain
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No clarity on Clarity Act
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Justin Arzadon returns with his recap of all things crypto for 2026.