inflation

Expectations for performance in 2022 are difficult to pin down. Market volatility continues due to uncertainty from COVID variants as well as high valuations in...

I have some pretty clear ideas about which trends are sustainable and which ones aren't in the long term. However, the short term is far less clear. A combination of...

In the AFR I write that you should buckle-up and prepare for a wild ride in 2022. Investors will have to resolve the cognitive dissonance of buying equities at record...

2021 was a tough year for many. But for those with a well-diversified portfolio, there was the silver lining of solid returns. The ever-popular Shane Oliver kicks off...

With the clock ticking over to 2022, the world will have endured two years of COVID-19. But despite the well-documented challenges, 2021 was a successful year for...

In this article we have a look back at 2021 and consider what 2022 might bring. This time last year it felt like we had been through a year for the ages and that some...

In the AFR I write that while the comparatively benign Omicron variant of the virus may provide a path out of the pandemic, it will only serve to amplify the...

It's hard enough to predict what might happen in our local communities, let alone how global markets could perform over the year ahead. But they say there is strength...

Theme 1 Battery market consolidation Looking back at 2019, we initiated coverage on the battery metals sector and mentioned at the time the market had reached an...

In the AFR I write that the contradictory cocktail of extremely high inflation, zero interest rates, tight labour markets, robust wages growth, elevated inflation...