Adviser Insights

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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An evolution of high yielding credit income (ECRD)
Funds
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 ,  Investment ideas
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 ,  Markets
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An evolution of high yielding credit income (ECRD)
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Investors can now earn high income without leaving their defensive allocation or taking equity-like risk.

3 Dec 2025 | Jing Jia
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Debunking three myths of passive investing
Markets
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Debunking three myths of passive investing
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Three common myths about passive investing, illustrated through CBA’s dominance and recent surge.

3 Dec 2025 | Hugh Lam
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Market Trends: December 2025
Macro & markets
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 ,  Market Trends
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Market Trends: December 2025
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Global stocks ended November flat, but Australian shares lagged.

3 Dec 2025 | David Bassanese
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Rate cut hopes
Bassanese Bites
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 ,  Macro
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 ,  Macro & markets
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Rate cut hopes
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Q3 GDP in Australia headlines the week ahead.

1 Dec 2025 | David Bassanese
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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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