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The infrastructure layer expands

Bitcoin rallied, tokenisation shifted from experiment to infrastructure, and a crypto minor locked in a US$19b AI deal.

6 min read • 22 Jul 2026

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All in on AI? 3 ways to reduce concentration risk

AI capex is fuelling market returns, but rising concentration brings risks investors should understand.

8 min read • 22 Jul 2026

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All in on AI? 3 ways to diversify

AI capex is fuelling market returns, but rising concentration brings risks investors should understand.

8 min read • 22 Jul 2026 Hugh Lam <...

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Economic Trends: July 2026

A monthly snapshot of the economic forces shaping markets, starting with Australia’s growth, inflation and housing outlook.

5 min read • 22 Jul 2026 ...

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A better way to invest in bank bonds

With bank hybrids being phased out, two ETFs offer a systematic approach to bank bond income.

7 min read • 22 Jul 2026 Chama...

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