Confession season was eerily quiet leading into reporting season, unlike the noise from the Royal Commission and the incredible events out of Canberra, where another Prime Minister didn’t reach their full term. The global equity backdrop was in a state of flux with the ongoing Trump-induced trade debate/war raging, mixed... Show More

As a longtime observer and investor in mining companies, there are a number of key attributes I like them to exhibit. Iluka (ASX:ILU) fortunately displays these attributes in spades, which helps explain why it has outperformed the ASX200 accumulation index by +45% over the past year compared to BHP and... Show More

A long anticipated royal commission, Commonwealth Bank of Australia (CBA) tripping over multiple banana skins and Australia and New Zealand Banking Group (ANZ) shrinking to greatness are all areas of interest in banks starting the year. Show More

My recent visit to China highlighted three key themes: Firstly, the environmental crackdown, including the winter shutdown of dirty industries across the northern cities, will be felt globally. China’s air quality target requires a 50–70% reduction in annual emissions —a journey that may last more than a decade. Secondly, the... Show More