Adviser Insights

Disappointing inflation leaves the RBA's rate outlook in the balance
Macro
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 ,  Macro & markets
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Disappointing inflation leaves the RBA's rate outlook in the balance
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Today's CPI does little to ease fears that the recent lift in inflationary pressures will...

26 Nov 2025 | David Bassanese
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Can the rally in Chinese stocks continue?
Markets
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Can the rally in Chinese stocks continue?
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Making the case for Chinese equities has not been easy for some time.

25 Nov 2025 | Hugh Lam
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Crypto fear hits yearly lows
Digital assets
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 ,  Off the chain
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Crypto fear hits yearly lows
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25 Nov 2025 | Justin Arzadon
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No cockroaches in private debt
Markets
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No cockroaches in private debt
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Longstanding private debt concerns have yet to materialise.

24 Nov 2025 | Cliffwater
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Inflation tests
Bassanese Bites
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 ,  Macro
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 ,  Markets
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Inflation tests
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This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.

24 Nov 2025 | David Bassanese
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Benign wages = no need for higher unemployment
Macro
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 ,  Markets
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Benign wages = no need for higher unemployment
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Today’s result should not shift the needle significantly either way on interest rates.

19 Nov 2025 | David Bassanese
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Investing in AI - beyond the Magnificent 7
Markets
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Investing in AI - beyond the Magnificent 7
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The investment opportunity set is now broader than the Mag 7.

19 Nov 2025 | Hugh Lam
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Watch out for tax drag when investing in foreign-domiciled ETFs
Markets
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Watch out for tax drag when investing in foreign-domiciled ETFs
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Some ETF structural differences can meaningfully affect investor outcomes despite shared core benefits.

19 Nov 2025 | Cameron Gleeson
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Why dividend investors should be paying attention to banks and small caps
Markets
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Why dividend investors should be paying attention to banks and small caps
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HYLD’s outperformance has been due to an approach which could be described as ‘being boring’.

18 Nov 2025 | Cameron Gleeson
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