Macro & markets

Where's the inflation?
Bassanese Bites
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Macro & markets
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Where's the inflation?
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As markets await this week's PCED inflation read, everyone's asking where the tariff effects are.

How one parent is building a financial legacy for his kids
Markets
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How one parent is building a financial legacy for his kids
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How one father is investing to give his children financial confidence.

The smarter way to invest in Australian small caps
Markets
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The smarter way to invest in Australian small caps
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An ETF focusing on quality small caps may be a smarter way to invest in...

Fed Accompli
Bassanese Bites
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Macro & markets
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Fed Accompli
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The US Federal Reserve is widely expected to cut interest rates this week.

Why this asset class could be the next big growth engine for your portfolio
Markets
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Why this asset class could be the next big growth engine for your portfolio
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EM companies possess unique tailwinds and can play a key role in a diversified portfolio.

How a quality tilt helped soften a tough ASX reporting season
Markets
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How a quality tilt helped soften a tough ASX reporting season
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AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.

Betashares Australian ETF Review: August 2025
ETF industry
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Markets
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Betashares Australian ETF Review: August 2025
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Australia's ETF industry is on the cusp of the $300 billion FUM milestone.

Stagflation stress
Bassanese Bites
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Macro & markets
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Stagflation stress
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While markets are talking about rate cuts, the "S" word is also creeping into conversation.

Australia’s economy is slowly crawling out of its hole
Macro & markets
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Australia’s economy is slowly crawling out of its hole
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My base case remains that the RBA will cut rates in November 2025.