Insights

Australia's ETF industry is on the cusp of the $300 billion FUM milestone.

AQLT’s quality-driven approach delivered strong results during a volatile August 2025 reporting season.

Can defence stocks build on the rally they have had over the last 12 months?

Long-term bonds now present a compelling opportunity to capitalise on a deteriorating US labour market.

While markets are talking about rate cuts, the "S" word is also creeping into conversation.

My base case remains that the RBA will cut rates in November 2025.

Asian tech offers investors diversification from US markets while tapping into the wider AI opportunity.

As we enter H2 2025, bond markets find themselves at an interesting juncture.

Equities have moved higher thanks to progress on trade and good Q2 US earnings.