Insights

Success breeds success: harnessing momentum in global markets
Markets
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Success breeds success: harnessing momentum in global markets
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Our newest ETF (GTUM) provides investors with exposure to global companies exhibiting strong price momentum.

H1 2026 Investment Outlook
Markets
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Research
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H1 2026 Investment Outlook
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Our expectation is that global growth holds up in 2026 as inflation in developed markets...

Why the US dollar could hold the key to global equity returns
Markets
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Why the US dollar could hold the key to global equity returns
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The structural case for US dollar weakness remains intact.

RBA bares its teeth
Bassanese Bites
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Macro & markets
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Markets
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RBA bares its teeth
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The RBA delivers its first rate hike in more than two years - and does...

What’s going on beneath the surface of Australian equities?
Markets
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What’s going on beneath the surface of Australian equities?
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While the ASX may finish the year positively, performance will likely be differentiated.

Will the US beat the rest in 2026?
Markets
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Will the US beat the rest in 2026?
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2025 was a standout year for European, Japanese and EM equities - all outperformed the...

US dollar higher while Gold, Silver and Bitcoin plunge
Digital assets
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Off the chain
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US dollar higher while Gold, Silver and Bitcoin plunge
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Precious metals and cryptocurrencies plunge in a rout for risk assets.

RBA poised to strike
Bassanese Bites
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Macro & markets
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Markets
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RBA poised to strike
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Although global stocks inched higher last week, all the action was in currency markets.

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