Adviser Insights

Betashares Australian ETF Review: November 2025
Markets
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Betashares Australian ETF Review: November 2025
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ETF flows have been above $4 billion for five consecutive months.

11 Dec 2025 | Betashares
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Jerome Powell strikes dovish tone as Fed delivers last rate cut of 2025
Macro
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 ,  Markets
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Jerome Powell strikes dovish tone as Fed delivers last rate cut of 2025
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Powell is more concerned about the labour market's weakness than inflation's reacceleration.

11 Dec 2025 | Parker Guan
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RBA turning hawkish - How to benefit from higher cash rate expectations
Adviser focus
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 ,  Macro & markets
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RBA turning hawkish - How to benefit from higher cash rate expectations
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With a potential RBA pivot ahead, this article highlights a simple but important consideration.

10 Dec 2025 | Jing Jia
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Is AI in a bubble? A historical perspective
Markets
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Is AI in a bubble? A historical perspective
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There seem to be three fundamental reasons why booms and busts occur.

10 Dec 2025 | David Bassanese
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AI Capex has the bond market’s attention
Markets
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AI Capex has the bond market’s attention
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Can debt markets finance a technological revolution whose revenue model remains unproven?

10 Dec 2025 | Chamath De Silva
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AI boom, bubble or bust?
Markets
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AI boom, bubble or bust?
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Some aspects of today’s environment rhyme with past episodes but important differences do stand out.

10 Dec 2025 | Hugh Lam
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Bitcoin struggles as sentiment sours
Digital assets
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 ,  Off the chain
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Bitcoin struggles as sentiment sours
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Bitcoin’s price could not hold above US$90K this week.

9 Dec 2025 | Justin Arzadon
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Another hawkish cut?
Bassanese Bites
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 ,  Macro
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 ,  Macro & markets
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Another hawkish cut?
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Markets are attaching an 88% chance to a rate cut at this week's Fed meeting.

8 Dec 2025 | David Bassanese
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Q3 GDP report hints at capacity constraints
Macro
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 ,  Markets
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Q3 GDP report hints at capacity constraints
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Q3 GDP may reduce not increase the chance of a rate cut from the RBA.

3 Dec 2025 | David Bassanese
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