<description>&lt;p&gt;What are investors doing in reaction to the shocking turn in markets during the first three months of 2026?&amp;nbsp;&lt;/p&gt; &lt;p&gt;One of the first moves is a distinct retreat from Wall Street back to the ASX, as investors seek mining and energy stocks along with blue chips that can deliver reliable dividends. It's early days but we are also seeing a pick-up in defensive investments such as infrastructure and a little less enthusiasm for gold.&lt;/p&gt; &lt;p&gt;David Bassanese, chief economist at ETF provider Betashares, joins Associate Editor, James Kirby in this episode.&lt;/p&gt; &lt;p&gt;In today's show, we cover:&lt;/p&gt; &lt;ul&gt; &lt;li&gt;The surprise swing back to the ASX&lt;/li&gt; &lt;li&gt;Where to invest now?&lt;/li&gt; &lt;li&gt;The continuing case for gold (despite a bad run)&lt;/li&gt; &lt;li&gt;CGT - To grandfather or not to grandfather?&amp;nbsp;&lt;/li&gt; &lt;/ul&gt;&lt;p&gt;See &lt;a href="https://omnystudio.com/listener"&gt;omnystudio.com/listener&lt;/a&gt; for privacy information.&lt;/p&gt;</description>

The Money Puzzle

The Australian

Bringing it all back home - Why the oil shock is turning investors back to the ASX

MAR 31, 202627 MIN
The Money Puzzle

Bringing it all back home - Why the oil shock is turning investors back to the ASX

MAR 31, 202627 MIN

Description

What are investors doing in reaction to the shocking turn in markets during the first three months of 2026?  One of the first moves is a distinct retreat from Wall Street back to the ASX, as investors seek mining and energy stocks along with blue chips that can deliver reliable dividends. It's early days but we are also seeing a pick-up in defensive investments such as infrastructure and a little less enthusiasm for gold. David Bassanese, chief economist at ETF provider Betashares, joins Associate Editor, James Kirby in this episode. In today's show, we cover: The surprise swing back to the ASX Where to invest now? The continuing case for gold (despite a bad run) CGT - To grandfather or not to grandfather?  See omnystudio.com/listener for privacy information.