Macro & markets
How a quality tilt helped soften a tough ASX reporting season
AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.
Betashares Australian ETF Review: August 2025
Australia's ETF industry is on the cusp of the $300 billion FUM milestone.
Stagflation stress
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
My base case remains that the RBA will cut rates in November 2025.
Franked income isn’t gone – here’s where to find it
Thanks to two ETFs, earning a franked monthly income can be both easier and more...
Market Trends: September 2025
Equities have moved higher thanks to progress on trade and good Q2 US earnings.
Pondering payrolls
Australian GDP and US payrolls will be in focus this week.
Shocker CPI crushes September cut hopes
Today’s monthly CPI report can only be described as an absolute shocker.
Meme stocks are not a wealth generation path
The evidence shows that meme stocks, while hot in bursts, rarely make for great investments.
