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

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?

You can listen to Bringing it all back home - Why the oil shock is turning investors back to the ASX online on Radio and Podcast. Open the player on this page to stream the available audio.

Bringing it all back home - Why the oil shock is turning investors back to the ASX is an episode from The Australian’s Money Cafe by audio@news.com.au.

This episode is 27:15 long.

This episode was published on Mar 31, 2026.

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