Insights
Making the case for Chinese equities has not been easy for some time.
Longstanding private debt concerns have yet to materialise.
This week’s CPI print may have a big influence on the RBA’s 2026 rate outlook.
Today’s result should not shift the needle significantly either way on interest rates.
The investment opportunity set is now broader than the Mag 7.
Some ETF structural differences can meaningfully affect investor outcomes despite shared core benefits.
HYLD’s outperformance has been due to an approach which could be described as ‘being boring’.
Trepidation over delayed US economic data and Nvidia's earnings will set the tone this week.
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