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Michael Collins

Blockchain revolutionises the cyberworld

If you're still getting your head around blockchain, read this quick summary on the potential of distributed ledgers. The technology is not without problems but cannot be ignored.

The Chinese consumer and rising political risks

Consumers are now having a bigger impact on China’s economic growth to the benefit of multinationals, but foreign companies can face boycotts when pursuing Chinese consumers.

Robots and AI will automate workplaces at a frenzied pace

The political ramifications of classifying robots as 'electronic persons' and the loss of jobs might nullify automation’s economic benefits for society.

Manufacturing makes a surprising change

The old paradigm that manufacturing will increasingly transfer to low-cost developing countries is being turned on its head by technology advances.

Global platforms face regulatory threats

Pressure is mounting on the leading digital platforms to better police inappropriate content before the regulators disrupt the disruptors. There's still time to put their own houses in order.

Cybercrime response may slow internet

The growing world of cybercrime and its increasing sophistication is putting the worth of the internet at stake, requiring governments world-wide to give greater priority to cybersecurity.

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Investment strategies

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Investment strategies

Don't let Trump derail your wealth creation plans

If you want to build wealth over the long-term, trying to guess the stock market's next move is generally a bad idea. In a month where this might be more tempting than ever, here is what you should focus on instead.

Economics

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Investment strategies

Will China's EV boom end in tears?

China's EV dominance is reshaping global auto markets - but with soaring tariffs, overcapacity, and rising scrutiny, the industry’s meteoric rise may face a turbulent road ahead. Can China maintain its lead - or will it stall?

Investment strategies

REITs: a haven in a Trumpian world?

Equity markets have been lashed by Trump's tariff policies, yet REITs have outperformed. Not only are they largely unaffected by tariffs, but they offer a unique combination of growth, sound fundamentals, and value.

Shares

Why Europe is back on the global investor map

European equities are surging ahead of the U.S this year, driven by strong earnings, undervaluation, and fiscal stimulus. With quality founder-led firms and a strengthening Euro, Europe may be the next global investment hotspot.

Chalmers' disingenuous budget claims

The Treasurer often touts a $207 billion improvement in Australia's financial position. A deeper look at the numbers reveals something less impressive, caused far more by commodity price surprises than policy.

Fixed interest

Duration: Friend or foe in a defensive allocation?

Duration is back. After years in the doghouse, shifting markets and higher yields are restoring its role as a reliable diversifier and income source - offering defensive strength in today’s uncertain environment.

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