Insights

Charts of the month: February 2026
Charts of the month
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Markets
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Charts of the month: February 2026
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While Wall Street wrestled with tariffs and an AI reckoning, other markets simply delivered returns....

How to buy low and sell high on the ASX
Investment ideas
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Markets
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How to buy low and sell high on the ASX
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The strategy that rebalances your Australian shares based on business fundamentals, not hype.

Revenue leak
Bassanese Bites
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Macro
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Markets
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Revenue leak
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US and Australian stocks rebounded a touch last week.

US Supreme Court decision risks re-stoking global trade tensions
Macro
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Markets
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US Supreme Court decision risks re-stoking global trade tensions
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The US Supreme Court’s ruling has effectively dealt a body blow to Trump’s tariff strategy.

Bitcoin bounces back to US$70K
Digital assets
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Off the chain
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Bitcoin bounces back to US$70K
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Bitcoin and the broader crypto market rallied from the week’s lows to end the week...

Rolling disruption
Bassanese Bites
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Macro
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Markets
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Rolling disruption
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US stocks slipped last week while Australian shares rebounded.

Higher interest rates don’t end opportunities – they change them
Macro & markets
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Markets
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Higher interest rates don’t end opportunities – they change them
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How thinking ahead of rate hikes can help investors position cash more effectively.

SaaS-pocalypse
Bassanese Bites
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Macro
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Markets
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SaaS-pocalypse
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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
Markets
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Success breeds success: harnessing momentum in global markets
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Our newest ETF (GTUM) provides investors with exposure to global companies exhibiting strong price momentum.

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