Insights

Dr Copper and budget woes – how to navigate a challenging Australian equity market
Markets
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Dr Copper and budget woes – how to navigate a challenging Australian equity market
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Australian equities have become the most challenging part of a lot of investors portfolios. We...

US inflation test
Bassanese Bites
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,  Macro & markets
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US inflation test
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From ETF demand to digital money
Digital assets
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,  Off the chain
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From ETF demand to digital money
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There is more to global equities than hyperscalers and semi stocks
Investment ideas
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There is more to global equities than hyperscalers and semi stocks
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Exploring global equity opportunities beyond dominant US technology stocks, including Japanese, European and equal-weight strategies.

Market Trends: September 2026
Market Trends
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,  Markets
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Market Trends: September 2026
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AI optimism and strong commodity prices shaped markets in August, while firmer rate-hike expectations pushed...

Hot CPI, cold GDP
Bassanese Bites
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,  Macro & markets
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Hot CPI, cold GDP
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