Macro & markets
SaaS-pocalypse
Stocks slipped last week, reflecting US-Iran tensions, AI-related concerns and the RBA's first hike of...
Success breeds success: harnessing momentum in global markets
Our newest ETF (GTUM) provides investors with exposure to global companies exhibiting strong price momentum.
Why the US dollar could hold the key to global equity returns
The structural case for US dollar weakness remains intact.
RBA bares its teeth
The RBA delivers its first rate hike in more than two years - and does...
What’s happening beneath the surface of Australian equities?
While the ASX may finish the year positively, performance will likely be differentiated.
Will US stocks beat the rest in 2026?
2025 was a standout year for European, Japanese and EM stocks - all outperformed the...
Although global stocks inched higher last week, all the action was in currency markets.
Shares rose on earnings, gold shone, bonds were steady, a stronger Aussie dollar trimmed offshore...
Critical minerals in the age of AI and tariffs
How AI, electrification and geopolitics are reshaping critical minerals for long-term investors.