Insights

Why the US dollar could hold the key to global equity returns
Markets
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Why the US dollar could hold the key to global equity returns
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The structural case for US dollar weakness remains intact.

4 Feb 2026 | Chamath De Silva
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RBA bares its teeth
Macro & markets
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 ,  Markets
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RBA bares its teeth
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The RBA delivers its first rate hike in more than two years - and does...

3 Feb 2026 | David Bassanese
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What’s happening beneath the surface of Australian equities?
Markets
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What’s happening beneath the surface of Australian equities?
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While the ASX may finish the year positively, performance will likely be differentiated.

3 Feb 2026 | Tom Wickenden
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Will US stocks beat the rest in 2026?
Markets
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Will US stocks beat the rest in 2026?
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2025 was a standout year for European, Japanese and EM stocks - all outperformed the...

3 Feb 2026 | Cameron Gleeson
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US dollar higher while Gold, Silver and Bitcoin plunge
Digital assets
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 ,  Off the chain
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US dollar higher while Gold, Silver and Bitcoin plunge
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Precious metals and cryptocurrencies plunge in a rout for risk assets.

3 Feb 2026 | Justin Arzadon
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Proxy voting and company engagement: Q4 2025
ESG/Ethical
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Proxy voting and company engagement: Q4 2025
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2 Feb 2026 | Vinnay Cchoda
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RBA poised to strike
Bassanese Bites
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 ,  Macro & markets
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 ,  Markets
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RBA poised to strike
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Although global stocks inched higher last week, all the action was in currency markets.

2 Feb 2026 | David Bassanese
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Market Trends: February 2026
Macro & markets
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 ,  Market Trends
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 ,  Markets
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Market Trends: February 2026
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Shares rose on earnings, gold shone, bonds were steady, a stronger Aussie dollar trimmed offshore...

2 Feb 2026 | David Bassanese
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Responsible investment: 5 themes for 2026
ESG/Ethical
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Responsible investment: 5 themes for 2026
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5 responsible investment themes expected to be central to investment and stewardship discussions in 2026.

30 Jan 2026 | Vinnay Cchoda
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