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Markets

06 June 2025 • By Jessica Penny • 1 min read

BTC on the balance sheet: The new playbook for managing risk

More than 90 public companies around the world are holding bitcoin on their balance sheets, marking a significant evolution in corporate financial ...

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Chicken or crisis? Trump’s trade tensions resurface as US debt soars

Donald Trump’s frustration over being branded a “chicken” on tariffs, coupled with a string of recent legal setbacks and the market’s resilience, ...

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This is how EM equities are going to rout the US

Global equity markets are seeing a “fundamental change” that is destined to disrupt the US’ long-standing dominance, a market specialist has said

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Bendigo Bank flags slower growth, more rate cuts ahead

Australia’s sluggish economic growth has strengthened the case for less restrictive interest rates, according to Bendigo Bank chief economist David ...

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VanEck taps EM bonds as fixed income leaders

Emerging market bonds have outperformed Australian fixed income assets, with VanEck urging investors to rethink outdated risk assumptions and ...

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A ‘two-asset race’: The ETFs leading the performance charge

If you look at the best-performing ETFs here in Australia, you’ll find that two thematics lead the way – gold and defence. In fact, they make up ...

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RBA warns global trade tensions threaten domestic growth

Tariff threats are placing pressure on international trade and inflation, with near-term consequences for global growth, Reserve Bank of Australia ...

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Institutional investors ‘still catching up’ to equity market rally

Equity markets have surged ahead of fundamentals as institutional investors fall behind, according to Ten Cap Alpha Plus. Institutional investors ...

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State Street sees upside for US markets in 2025

Should tariffs give way to deregulation, State Street Global Advisors favours the US over Europe and APAC, where valuations have been cheaper but ...

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Magellan enjoys consecutive AUM growth

Magellan Financial Group has reported a consecutive monthly assets under management (AUM) increase for only the second time in the FY2024–25 financial ...

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