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In today's report, Bank of America calls for higher crude prices for longer. Plus, two moves in the ASX healthcare sector.

There has been plenty of money made & lost in resources this year and that volatility is likely to continue. Gold has struggled, Lithium has surged while the market...

Energy CapEx — Renewables vs Oil & Gas: This is an interesting chart with respect to commodity markets, energy security, and the energy transition …perhaps some of...

Not all private debt is the same. Why investors shouldn’t overlook this enticing alternative asset class. Senior Portfolio Manager, David Saija and Portfolio...

The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the...

What do you get when you mix a megatrend, eye-watering demand and constrained supply?  Lithium.  The International Energy Agency (IEA) has crunched the numbers on...

It’s a tough time to be a retailer, what with increasing interest rates, fuel and energy costs putting a squeeze on consumer spending. And some retailers are...

A quiet session to kick off the new trading week with the ASX drifting lower as the day progressed, a lack of interest really which is what we saw in the US on...

MARKETS WRAP S&P 500 TECHNICALS THE CALENDAR It's a quiet one today with only a speech from Reserve Bank Governor Phil Lowe a potential headline-maker. He is due...

Financial markets have been heavily distorted in the last couple of years. Early in 2020, we saw the shortest recession in recorded history, which closely followed...

With interest rates rising around the globe, new avenues are opening up for income-hungry investors. But the income challenge is changing rather than disappearing,...

In the challenging macroeconomic environment, distractions are everywhere. While we are aware of the prevailing market conditions, our focus remains on identifying...

Cameron joins David to discuss his career to date, including his studies in engineering at MIT, as well as the origins of Pacific Equity Partners (PEP), and the...

Before the iPhone even had a copy-paste function, millions of Kenyans were banking on their phone. Mobile money, real-time payments, crypto, and even BNPL were all...

If there is one thing we can take away from what has been a very tumultuous 2022, it is that it's been a year of very few winners and many losers. Perhaps that's why...

MARKETS WRAP S&P 500 TECHNICALS THE CALENDAR Unless you trade New Zealand dollars for a living, chances are macro observers can relax a little this week. Beyond the...

Plus, the latest list of up-and-coming projects gives investors plenty to mull while MinRes and Pilbara respond to lithium market rumours with simple facts. BHP’s...

“Luxury goods are the only area in which it is possible to make luxury margins.”– Bernard Arnault, Founder, Chairman, CEO, LVMH High-end shoppers are ignoring the...

At last, it seems some of the bad news for shares appears to be abating. It’s certainly been a rough year. Thanks to a combination of high inflation, hawkish central...

With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like...