Adviser Insights

Market Trends: April 2026
Macro
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Market Trends
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Markets
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Market Trends: April 2026
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Globally, the new biggest fear is stagflationary concerns.

HBRD portfolio update
Investment ideas
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Markets
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HBRD portfolio update
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This is an update on HBRD's portfolio change following the 31 March 2026 update.

It can be great to reweight (ASX: QOZ)
Investment ideas
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Markets
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It can be great to reweight (ASX: QOZ)
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Which sectors drove QOZ to its greatest year of outperformance versus the S&P/ASX 200 since...

Good cop, bad cop
Bassanese Bites
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Macro
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Markets
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Good cop, bad cop
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The hope that global markets carried into the weekend did not last.

Revisiting the age-old debate: Shares vs property
Markets
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Revisiting the age-old debate: Shares vs property
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Is property still the go to wealth-building vehicle it is so often assumed to be?

Private Credit: Fear, facts and fundamentals
Markets
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Private Credit: Fear, facts and fundamentals
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The panic induced by financial media is not necessarily backed by facts or fundamentals.

From small stocks big portfolios can grow
Markets
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From small stocks big portfolios can grow
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SMLL through the volatility: how it performed, and where it's positioned for 2026.

While markets pull back, integration moves forward
Digital assets
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Off the chain
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While markets pull back, integration moves forward
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Charts of the month – Glimmer of hope?
Charts of the month
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Markets
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Charts of the month – Glimmer of hope?
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Markets rallied overnight as Trump signalled an end to the war without reopening Hormuz.