Macro & markets

Why the US dollar could hold the key to global equity returns
Markets
keyboard_arrow_down
Why the US dollar could hold the key to global equity returns
keyboard_arrow_down

The structural case for US dollar weakness remains intact.

RBA bares its teeth
Bassanese Bites
keyboard_arrow_down
Macro & markets
keyboard_arrow_down
Markets
keyboard_arrow_down
RBA bares its teeth
keyboard_arrow_down

The RBA delivers its first rate hike in more than two years - and does...

What’s going on beneath the surface of Australian equities?
Markets
keyboard_arrow_down
What’s going on beneath the surface of Australian equities?
keyboard_arrow_down

While the ASX may finish the year positively, performance will likely be differentiated.

Will the US beat the rest in 2026?
Markets
keyboard_arrow_down
Will the US beat the rest in 2026?
keyboard_arrow_down

2025 was a standout year for European, Japanese and EM equities - all outperformed the...

RBA poised to strike
Bassanese Bites
keyboard_arrow_down
Macro & markets
keyboard_arrow_down
Markets
keyboard_arrow_down
RBA poised to strike
keyboard_arrow_down

Although global stocks inched higher last week, all the action was in currency markets.

Market Trends: February 2026
Macro & markets
keyboard_arrow_down
Market Trends
keyboard_arrow_down
Markets
keyboard_arrow_down
Market Trends: February 2026
keyboard_arrow_down

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
keyboard_arrow_down
Markets
keyboard_arrow_down
Critical minerals in the age of AI and tariffs
keyboard_arrow_down

How AI, electrification and geopolitics are reshaping critical minerals for long-term investors.

Game, set & match: RBA to hike in February
Macro
keyboard_arrow_down
Macro & markets
keyboard_arrow_down
Game, set & match: RBA to hike in February
keyboard_arrow_down

The RBA has little choice but to throttle back current economic momentum.

Asian technology companies – the ultimate AI hedge?
Investment ideas
keyboard_arrow_down
Markets
keyboard_arrow_down
Asian technology companies – the ultimate AI hedge?
keyboard_arrow_down

Chinese equities have surged but the rally masks ongoing economic weakness.