Adviser Insights

Valuation jitters
Markets
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Valuation jitters
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Is AI providing all the ingredients of a classic stock market bubble?

10 Nov 2025 | David Bassanese
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Market Trends: November 2025
Markets
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Market Trends: November 2025
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Global equities hit another all-time high last month.

5 Nov 2025 | David Bassanese
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RBA less hawkish than feared
Markets
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RBA less hawkish than feared
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But the Q3 inflation print suggests further rate cuts are not guaranteed anymore.

5 Nov 2025 | David Bassanese
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How are US corporates performing this earnings season?
Markets
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How are US corporates performing this earnings season?
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The health of US corporate earnings has never been more important.

4 Nov 2025 | Hugh Lam
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Global infrastructure: A differentiated return driver
Markets
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Global infrastructure: A differentiated return driver
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Infrastructure occupies a unique position in an investor's portfolio.

4 Nov 2025 | Tom Wickenden
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RBA to hold rates tomorrow
Bassanese Bites
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 ,  Macro
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 ,  Markets
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RBA to hold rates tomorrow
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Following the hot Q3 CPI print, the RBA is expected to keep rates on hold.

3 Nov 2025 | David Bassanese
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A Christmas rate cut from the US Fed is "far from a foregone conclusion"
Markets
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A Christmas rate cut from the US Fed is "far from a foregone conclusion"
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The FOMC also announced the Quantitative Tightening (QT) program will end from 1 December 2025.

31 Oct 2025 | Parker Guan
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Melbourne Cup Day rate cut a late scratching
Macro & markets
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Melbourne Cup Day rate cut a late scratching
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A hot inflation print ends a November rate cut - and puts February 2026 in...

29 Oct 2025 | David Bassanese
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CRED: Capturing Income and Duration in Australia’s Easing Cycle
Markets
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CRED: Capturing Income and Duration in Australia’s Easing Cycle
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Fixed income is once again reclaiming its role as a genuine portfolio diversifier.

29 Oct 2025 | Anthony Sayers
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