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The need to decarbonise the planet is a major thematic of our time, and Climate represents a significant long term investment opportunity. At Munro Partners, our...

Under the pressure of rising interest rates, misses on earnings expectations and very full valuations, the Nasdaq closed at its 2022 low earlier this week. So have...

In recent weeks I’ve been discussing ‘peak inflation’ and the headwinds facing stock markets with clients. This week, it appears to have dawned on investors that...

The road to net zero emissions has the potential to set in place the conditions for a commodity super-cycle which has significant implications for emerging and...

Clean energy and other ESG themes are just fads that cost too much and rarely deliver reasonable turns, partly because they’re expensive. Sound familiar? Maybe so,...

ESG is undoubtedly one of the themes of the decade. Investment managers are constantly seeking out new ways to make money and a positive difference to the...

“We are on the verge of the abyss, and we cannot afford a step in the wrong direction”, warned United Nations Secretary-General, Antonio Guterres, addressing the...

Yesterday, Microsoft’s acquisition of video game maker Activision Blizzard was approved by shareholders, with 98% of shares voting in favour, but what does this mean...

The bulls re-emerged today with a focus on the resource stocks pushing the Material sector up by 3.5% in aggregate with strong gains across Iron Ore, Copper, Coal,...

Australia’s top-performing long-short equities manager, had some choice words for global "unprofitable" tech stocks - "that part of the market is a...

From 3,000 stocks to 20, Kingsley Jones from Jevons Global surveys the lay of the land (literally) and looks out for the best agriculture or food stock picks from...

Earlier this month the Intergovernmental Panel on Climate Change (IPCC) released their latest Working Group Report titled Climate Change 2022: Mitigation of Climate...

In the second episode of the Firetrail Investments Analyst Series 2022,  Eliza Clarke & Blake Henricks take a deeper dive into the market dynamics at play for energy...

It's finally happened. For the first time since the Global Financial Crisis, we have a year-on-year inflation print in Australia of over five percent.  Yes - you...

Firetrail's Anthony Doyle believes that if investors seek better than benchmark returns, their portfolios need to look entirely different to said benchmark. The team...

Trent isn't your typical adviser (or golfer, for that matter). He spent over a decade working in global investment banking and capital markets in Sydney and Japan,...

Technological advancement is table stakes for any business wanting to keep pace in a digitally connected world. With investments to upgrade technology infrastructure...

HANS LEE Livewire Markets

In 1938, Ernst Chain, a German-born biochemist working at Oxford University, found an article on penicillin written nine years earlier by UK bacteriologist Alexander...

2022 has begun with very encouraging signs for global income investors. Plato’s latest quarterly global dividend report shows that during the first three months of the...