Macro & markets

Markets
keyboard_arrow_down
Fixed Income - Q1 2026 Quarterly Review
keyboard_arrow_down
22 Apr 2026 | Chamath De Silva
keyboard_arrow_down
Defence stocks stall as spending surges (ASX: ARMR)
Markets
keyboard_arrow_down
Defence stocks stall as spending surges (ASX: ARMR)
keyboard_arrow_down

Global defence stocks have stalled despite surging spending and record order books. With European valuations...

21 Apr 2026 | Tom Wickenden
keyboard_arrow_down
In TACO we trust
Bassanese Bites
keyboard_arrow_down
 ,  Macro
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
In TACO we trust
keyboard_arrow_down
20 Apr 2026 | David Bassanese
keyboard_arrow_down
Betashares Q1 2026 Equity Commentary and outlook: 3, 2, 1
Adviser focus
keyboard_arrow_down
 ,  Equity Markets Quarterly
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Betashares Q1 2026 Equity Commentary and outlook: 3, 2, 1
keyboard_arrow_down
15 Apr 2026 | Tom Wickenden
keyboard_arrow_down
Betashares Australian ETF Review: March 2026
ETF industry
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Betashares Australian ETF Review: March 2026
keyboard_arrow_down

In a month dominated by the conflict in Iran, the Australian ETF industry recorded net...

13 Apr 2026 | Betashares
keyboard_arrow_down
Now we wait
Bassanese Bites
keyboard_arrow_down
 ,  Macro
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Now we wait
keyboard_arrow_down
13 Apr 2026 | David Bassanese
keyboard_arrow_down
Market Trends: April 2026
Macro
keyboard_arrow_down
 ,  Market Trends
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Market Trends: April 2026
keyboard_arrow_down

Globally, the new biggest fear is stagflationary concerns.

8 Apr 2026 | David Bassanese
keyboard_arrow_down
HBRD portfolio update
Investment ideas
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
HBRD portfolio update
keyboard_arrow_down

This is an update on HBRD's portfolio change following the 31 March 2026 update.

8 Apr 2026 | Jing Jia
keyboard_arrow_down
It can be great to reweight (ASX: QOZ)
Investment ideas
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
It can be great to reweight (ASX: QOZ)
keyboard_arrow_down

Which sectors drove QOZ to its greatest year of outperformance versus the S&P/ASX 200 since...

8 Apr 2026 | Tom Wickenden
keyboard_arrow_down