Insights

Market Trends: June 2025
Macro & markets
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,  Market Trends
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Market Trends: June 2025
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Equities moved higher in June, helped by a quick containment of Middle East tensions.

NATO’s 5% commitment
Investment ideas
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,  Macro
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NATO’s 5% commitment
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Key takeaways and investment implications from NATO’s summit in The Hague.

Wet lettuce
Bassanese Bites
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,  Macro & markets
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,  Markets
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Wet lettuce
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US payrolls will be a focus this week.

What is the ‘Innovation Exemption’ and why does it matter?
Digital assets
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,  Off the chain
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What is the ‘Innovation Exemption’ and why does it matter?
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Fortnightly crypto insights and highlights with Justin Arzadon.

Charts of the month: May 2025 – Birthday Edition
Markets
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Charts of the month: May 2025 – Birthday Edition
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In this special edition of Charts of the month, we celebrate the birthdays of some...

Three strikes and you're out
Bassanese Bites
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,  Macro & markets
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,  Markets
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Three strikes and you're out
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Fallout out from the US strike on Iran will be a major focus this week.

The US Federal Reserve remains comfortably committed to its wait-and-see approach
Macro & markets
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The US Federal Reserve remains comfortably committed to its wait-and-see approach
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The FOMC unanimously voted to keep interest rates unchanged for the fourth consecutive meeting.

Investment strategy: Can gold go higher?
Markets
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,  Research insights
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Investment strategy: Can gold go higher?
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Gold continues rising amid economic uncertainty and Middle East tensions - but can it sustain...

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