Adviser Insights

US Supreme Court decision risks re-stoking global trade tensions
Macro
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 ,  Markets
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US Supreme Court decision risks re-stoking global trade tensions
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The US Supreme Court’s ruling has effectively dealt a body blow to Trump’s tariff strategy.

23 Feb 2026 | David Bassanese
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Defaults: Systemic or idiosyncratic?
Markets
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Defaults: Systemic or idiosyncratic?
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The press sees systemic risk in every default while lenders argue idiosyncratic circumstances. Who's right?...

19 Feb 2026 | Cliffwater
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Bitcoin bounces back to US$70K
Digital assets
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 ,  Off the chain
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Bitcoin bounces back to US$70K
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Bitcoin and the broader crypto market rallied from the week’s lows to end the week...

17 Feb 2026 | Justin Arzadon
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Rolling disruption
Bassanese Bites
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 ,  Macro
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 ,  Markets
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Rolling disruption
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US stocks slipped last week while Australian shares rebounded.

16 Feb 2026 | David Bassanese
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Hedging geopolitical risks
Markets
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Hedging geopolitical risks
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13 Feb 2026 | Cameron Gleeson
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Are you still underweight emerging markets?
Markets
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 ,  Research
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Are you still underweight emerging markets?
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12 Feb 2026 | Hugh Lam
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When 'cash' isn't cash: Looking beyond the label
Markets
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When 'cash' isn't cash: Looking beyond the label
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Understanding the difference between cash equivalents, money market instruments and short-term credit.

12 Feb 2026 | Jing Jia
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What the global bond market is telling us
Markets
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What the global bond market is telling us
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Divergence started to emerge among central banks as a theme in the latter part of...

10 Feb 2026 | Chamath De Silva
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Why investors need to be paying attention to geopolitics again
Markets
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Why investors need to be paying attention to geopolitics again
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10 Feb 2026 | Cameron Gleeson
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