Insights

Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
Investment ideas
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 ,  Markets
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Iran ETF Playbook: Portfolio considerations for two potential Middle East scenarios
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We outline two potential paths for markets and highlight ETFs that may help investors position...

18 Mar 2026 | Cameron Gleeson
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Has the AI sell-off made cybersecurity more compelling?
Investment ideas
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 ,  Markets
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Has the AI sell-off made cybersecurity more compelling?
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AI is changing cyber threats faster than markets may have priced in.

18 Mar 2026 | Hugh Lam
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March RBA decision: Hawks win boardroom battle
Bassanese Bites
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 ,  Macro
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 ,  Macro & markets
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March RBA decision: Hawks win boardroom battle
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By one vote, the RBA votes to hike interest rates for the second time in...

17 Mar 2026 | David Bassanese
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Crypto is quietly entering the financial system
Digital assets
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 ,  Markets
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 ,  Off the chain
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Crypto is quietly entering the financial system
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The broader crypto market moved steadily higher last week.

17 Mar 2026 | Justin Arzadon
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RBA to hike
Bassanese Bites
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 ,  Macro & markets
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RBA to hike
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The Iran war may cause the RBA to hike rates early.

16 Mar 2026 | David Bassanese
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A 33km waterway that shapes the price of almost everything
Investment ideas
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 ,  Macro & markets
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A 33km waterway that shapes the price of almost everything
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Geopolitical tensions pushed oil to historic levels - here's what long-term investors should take from...

11 Mar 2026 | Hans Lee
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Why the data suggests investors should stay invested
Markets
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Why the data suggests investors should stay invested
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Why staying invested through market volatility beats trying to time the market.

11 Mar 2026 | Hans Lee
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Australia’s earnings revival
Individual investor
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 ,  Markets
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Australia’s earnings revival
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The turnaround in Australian corporate earnings is a welcome relief and nothing short of remarkable.

11 Mar 2026 | Tom Wickenden
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Sticking the course: China Two Sessions 2026
Markets
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Sticking the course: China Two Sessions 2026
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China just released its 15th five-year plan and AI is at the centre of this...

11 Mar 2026 | Hugh Lam
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