Insights

Bitcoin bounces back to US$70K
Digital assets
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 ,  Off the chain
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Bitcoin bounces back to US$70K
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Bitcoin and the broader crypto market rallied from the week’s lows to end the week...

17 Feb 2026 | Justin Arzadon
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Rolling disruption
Bassanese Bites
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 ,  Macro
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 ,  Markets
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Rolling disruption
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US stocks slipped last week while Australian shares rebounded.

16 Feb 2026 | David Bassanese
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Higher interest rates don’t end opportunities – they change them
Macro & markets
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 ,  Markets
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Higher interest rates don’t end opportunities – they change them
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How thinking ahead of rate hikes can help investors position cash more effectively.

11 Feb 2026 | Jing Jia
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SaaS-pocalypse
Bassanese Bites
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 ,  Macro
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 ,  Markets
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SaaS-pocalypse
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Stocks slipped last week, reflecting US-Iran tensions, AI-related concerns and the RBA's first hike of...

9 Feb 2026 | David Bassanese
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Success breeds success: harnessing momentum in global markets
Markets
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Success breeds success: harnessing momentum in global markets
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Our newest ETF (GTUM) provides investors with exposure to global companies exhibiting strong price momentum.

5 Feb 2026 | Hamish Mills
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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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