Insights

Navigating an evolving threat landscape
Markets
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Navigating an evolving threat landscape
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Cybersecurity companies stand to be a beneficiary in a world mired by rising geopolitical uncertainty.

Crypto IPO boom
Digital assets
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Off the chain
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Crypto IPO boom
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Two cryptocurrency-native companies had big public debuts this week.

Fed Accompli
Bassanese Bites
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Macro & markets
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Fed Accompli
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The US Federal Reserve is widely expected to cut interest rates this week.

The case for emerging markets
Markets
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The case for emerging markets
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EM companies possess unique tailwinds and can play a key role in a diversified portfolio.

Betashares Australian ETF Review: August 2025
ETF industry
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Markets
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Betashares Australian ETF Review: August 2025
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Australia's ETF industry is on the cusp of the $300 billion FUM milestone.

Australian Quality reporting wrap
Funds
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Markets
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Australian Quality reporting wrap
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AQLT’s quality-driven approach delivered strong results during a volatile August 2025 reporting season.

What we are watching for defence stocks to continue rallying
Funds
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Markets
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What we are watching for defence stocks to continue rallying
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Can defence stocks build on the rally they have had over the last 12 months?

What's Happening in Bonds: Long-term bonds still misbehaving
Markets
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What's happening in bonds?
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What's Happening in Bonds: Long-term bonds still misbehaving
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Long-term bonds now present a compelling opportunity to capitalise on a deteriorating US labour market.

Stagflation stress
Bassanese Bites
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Macro & markets
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Stagflation stress
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While markets are talking about rate cuts, the "S" word is also creeping into conversation.

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