Insights

US Fed holds rates as it awaits impact of Middle East conflict
Macro
keyboard_arrow_down
 ,  Macro & markets
keyboard_arrow_down
US Fed holds rates as it awaits impact of Middle East conflict
keyboard_arrow_down

In an uneventful meeting, the US Fed held rates for the second consecutive meeting.

19 Mar 2026 | Parker Guan
keyboard_arrow_down
Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
Investment ideas
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
keyboard_arrow_down

We outline two potential paths for markets and highlight ETFs that may help investors position...

18 Mar 2026 | Cameron Gleeson
keyboard_arrow_down
Has the AI sell-off made cybersecurity more compelling?
Investment ideas
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Has the AI sell-off made cybersecurity more compelling?
keyboard_arrow_down

AI is changing cyber threats faster than markets may have priced in.

18 Mar 2026 | Hugh Lam
keyboard_arrow_down
March RBA decision: Hawks win boardroom battle
Macro
keyboard_arrow_down
 ,  Macro & markets
keyboard_arrow_down
March RBA decision: Hawks win boardroom battle
keyboard_arrow_down

By one vote, the RBA votes to hike interest rates for the second time in...

17 Mar 2026 | David Bassanese
keyboard_arrow_down
Crypto is quietly entering the financial system
Digital assets
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
 ,  Off the chain
keyboard_arrow_down
Crypto is quietly entering the financial system
keyboard_arrow_down

The broader crypto market moved steadily higher last week.

17 Mar 2026 | Justin Arzadon
keyboard_arrow_down
RBA to hike
Bassanese Bites
keyboard_arrow_down
 ,  Macro & markets
keyboard_arrow_down
RBA to hike
keyboard_arrow_down

The Iran war may cause the RBA to hike rates early.

16 Mar 2026 | David Bassanese
keyboard_arrow_down
Why our approach to Australian quality is paying off (ASX: AQLT)
Investment ideas
keyboard_arrow_down
 ,  Managed Accounts
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Why our approach to Australian quality is paying off (ASX: AQLT)
keyboard_arrow_down

AQLT can serve as the core of investor portfolios.

13 Mar 2026 | Tom Wickenden
keyboard_arrow_down
Sticking the course: China Two Sessions 2026
Markets
keyboard_arrow_down
Sticking the course: China Two Sessions 2026
keyboard_arrow_down

China just released its 15th five-year plan and AI is at the centre of this...

11 Mar 2026 | Hugh Lam
keyboard_arrow_down
Australia’s earnings revival
Investment ideas
keyboard_arrow_down
 ,  Markets
keyboard_arrow_down
Australia’s earnings revival
keyboard_arrow_down

The turnaround in Australian corporate earnings is a welcome relief and nothing short of remarkable.

11 Mar 2026 | Tom Wickenden
keyboard_arrow_down

Stay up-to-date

Subscribe now to receive our latest insights and updates, including in-depth market analysis and regular thought pieces on investing, portfolio construction and ETF industry.

Hear from the experts