Markets

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.

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.

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.

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.

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...

Beyond the noise: Why the Nasdaq 100 remains the benchmark for innovation
Investment ideas
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Markets
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Beyond the noise: Why the Nasdaq 100 remains the benchmark for innovation
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The Nasdaq 100 has never offered a smooth ride - but it has consistently rewarded...

Digging in
Bassanese Bites
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Markets
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Digging in
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Increased fighting in the Middle East continues to send markets lower.

Q4 2025 GDP instant analysis: Mirror image
Markets
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Q4 2025 GDP instant analysis: Mirror image
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Q4 2025 GDP may not provide enough signal for the RBA to hike this month.