Insights

If inflation stays higher, what may it mean for returns?
Individual investor
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Investment ideas
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Markets
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If inflation stays higher, what may it mean for returns?
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What a higher inflation environment could mean for long-term investors.

February 2026 CPI: Softer inflation little solace to RBA
Bassanese Bites
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Macro
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February 2026 CPI: Softer inflation little solace to RBA
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The ASX 200 has pulled back. What it means for investors
Individual investor
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The ASX 200 has pulled back. What it means for investors
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The ASX 200 briefly entered correction territory. Here's what it means and what to do.

A new era: physical AI and humanoids enter the stage
Investment ideas
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Markets
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A new era: physical AI and humanoids enter the stage
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Robotics hits an inflection point as falling costs and AI advances accelerate adoption.

Middle East MAD
Bassanese Bites
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Macro
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Markets
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Middle East MAD
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Markets on edge as Iran deadline lifts oil prices and heightens global market volatility.

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...

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.

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...

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.

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