August Reporting Season: The Good, The Bad and The Oddly

Brad Potter

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

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From freezing the bubble to a beautiful China

Brad Potter

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

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