Macro & markets

Betashares Australian ETF Review: August 2025
ETF industry
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Markets
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Betashares Australian ETF Review: August 2025
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Australia's ETF industry is on the cusp of the $300 billion FUM milestone.

Australian Quality reporting wrap
Funds
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Markets
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Australian Quality reporting wrap
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AQLT’s quality-driven approach delivered strong results during a volatile August 2025 reporting season.

What we are watching for defence stocks to continue rallying
Funds
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Markets
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What we are watching for defence stocks to continue rallying
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Can defence stocks build on the rally they have had over the last 12 months?

What's Happening in Bonds: Long-term bonds still misbehaving
Markets
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What's happening in bonds?
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What's Happening in Bonds: Long-term bonds still misbehaving
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Long-term bonds now present a compelling opportunity to capitalise on a deteriorating US labour market.

Stagflation stress
Bassanese Bites
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Macro & markets
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Stagflation stress
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While markets are talking about rate cuts, the "S" word is also creeping into conversation.

Australia’s economy is slowly crawling out of its hole
Macro & markets
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Australia’s economy is slowly crawling out of its hole
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My base case remains that the RBA will cut rates in November 2025.

Staying ahead of the curve
Funds
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Investment ideas
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Markets
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Staying ahead of the curve
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As we enter H2 2025, bond markets find themselves at an interesting juncture.

Market Trends: September 2025
Macro & markets
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Market Trends
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Market Trends: September 2025
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Equities have moved higher thanks to progress on trade and good Q2 US earnings.

Pondering payrolls
Bassanese Bites
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Macro & markets
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Pondering payrolls
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Australian GDP and US payrolls will be in focus this week.