Macro & markets
Macro
US Supreme Court decision risks re-stoking global trade tensions
keyboard_arrow_down
,
Markets
keyboard_arrow_down
keyboard_arrow_down
The US Supreme Court’s ruling has effectively dealt a body blow to Trump’s tariff strategy.
23 Feb 2026 |
David Bassanese
keyboard_arrow_down
Markets
Defaults: Systemic or idiosyncratic?
keyboard_arrow_down
keyboard_arrow_down
The press sees systemic risk in every default while lenders argue idiosyncratic circumstances. Who's right?...
19 Feb 2026 |
Cliffwater
keyboard_arrow_down
Bassanese Bites
Rolling disruption
keyboard_arrow_down
,
Macro
keyboard_arrow_down
,
Markets
keyboard_arrow_down
keyboard_arrow_down
US stocks slipped last week while Australian shares rebounded.
16 Feb 2026 |
David Bassanese
keyboard_arrow_down
Markets
Hedging geopolitical risks
keyboard_arrow_down
keyboard_arrow_down
13 Feb 2026 |
Cameron Gleeson
keyboard_arrow_down
Markets
Are you still underweight emerging markets?
keyboard_arrow_down
,
Research
keyboard_arrow_down
keyboard_arrow_down
12 Feb 2026 |
Hugh Lam
keyboard_arrow_down
Markets
When 'cash' isn't cash: Looking beyond the label
keyboard_arrow_down
keyboard_arrow_down
Understanding the difference between cash equivalents, money market instruments and short-term credit.
12 Feb 2026 |
Jing Jia
keyboard_arrow_down
Markets
What the global bond market is telling us
keyboard_arrow_down
keyboard_arrow_down
Divergence started to emerge among central banks as a theme in the latter part of...
10 Feb 2026 |
Chamath De Silva
keyboard_arrow_down
Markets
Why investors need to be paying attention to geopolitics again
keyboard_arrow_down
keyboard_arrow_down
10 Feb 2026 |
Cameron Gleeson
keyboard_arrow_down
Markets
Why Aussie tech's sell off could be a wakeup call
keyboard_arrow_down
keyboard_arrow_down
10 Feb 2026 |
Tom Wickenden
keyboard_arrow_down