Macro & markets

How do shares compare to property for wealth creation?
Markets
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How do shares compare to property for wealth creation?
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Property isn’t the only path to long-term wealth. Moderately geared global shares offer another.

Charts of the month: October 2025
Markets
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Charts of the month: October 2025
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US employment picture, Australian equity rotation, gold miners break out and Asian technology’s valuation gap.

September pause
Bassanese Bites
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Macro & markets
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September pause
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The RBA is expected to leave interest rates on hold at its meeting tomorrow.

ASIC calls out questionable practices of some private credit managers: What Australian investors need to know
Markets
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ASIC calls out questionable practices of some private credit managers: What Australian investors need to know
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ASIC's latest report reveals uneven standards and risks in Australia’s private credit market.

Why investors are turning to critical minerals amid global tensions
Markets
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Why investors are turning to critical minerals amid global tensions
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Critical minerals: where geopolitics, clean energy, and long-term investment opportunities converge.

Where's the inflation?
Bassanese Bites
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Macro & markets
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Where's the inflation?
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As markets await this week's PCED inflation read, everyone's asking where the tariff effects are.

Navigating an evolving threat landscape
Markets
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Navigating an evolving threat landscape
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Cybersecurity companies stand to be a beneficiary in a world mired by rising geopolitical uncertainty.

Fed Accompli
Bassanese Bites
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Macro & markets
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Fed Accompli
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The US Federal Reserve is widely expected to cut interest rates this week.

The case for emerging markets
Markets
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The case for emerging markets
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EM companies possess unique tailwinds and can play a key role in a diversified portfolio.