Middle East flashpoint
David Bassanese – Betashares Each week we highlight commentary we think is useful for investors. Summary (from Betashares): Escalating tensions in the Middle East pushed oil and gold prices higher and weighed on equities as markets reacted to a fresh round of geopolitical risk. While …
Revenue leak
David Bassanese – Betashares | 23 February 2026 Each week we highlight commentary we think is useful for investors. Summary (from Betashares): Markets steadied last week with no fresh “AI disruption” shock to the broader tech complex, but the bigger development landed over the weekend: …
Rolling disruption
Summary (from Betashares): Global markets were mixed last week, with US equities slipping while Australian shares managed to rebound. Beneath the surface, however, the bigger story was the spread of artificial intelligence disruption beyond the technology sector and into more traditional industries. AI disruption spreading …

Rudi’s View: A Season Of Large Cap Winners
By Rudi Filapek-Vandyck, Editor Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news. A Season Of Large Cap Winners By Rudi Filapek-Vandyck, Editor February 2026 was hands down the best corporate results season in Australia since …