Funds & ETFs
Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment
A tentative recovery in crypto reveals how institutional flows and macro signals now shape Bitcoin's trajectory.
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Further Analysis & Commentary
Small Cap Rotation Accelerates: Why Ausbil Is Shutting to New Money
Ausbil's Australian Small-Cap Fund is closing to new money as it nears its self-imposed capacity (about $700m). The team cites…
Bitcoin Slips Below $100k, Then Rebounds: Macro, Liquidity and Flows Drive the Tape
What Happened and Why it Matters Bitcoin slipped as much as 7.4% to about US$96.8k in New York before rebounding…
Bailador Technology Investments (ASX: BTI): Delivering Growth and Income Through Tech Expansion
Company Overview Bailador Technology Investments (ASX: BTI) is an ASX-listed expansion-stage technology fund focused on high-growth sectors including SaaS, digital…
Gold & Silver Surge Playbook: Who Wins and What to Watch
Gold's explosive rally past US$4,150 an ounce and silver's surge beyond US$52.50 an ounce have transformed global sentiment toward precious…
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Monthly Investor Memo
September 2025