Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Author: Peter Zeihan

Peter Zeihan

America's green transition is taking a beating

The green transition in the US has made great progress in recent years, but the wheels are falling off. This is largely due to economic pressures, lack of financing, and the new tariffs instituted by Trump.

Immigration: Social costs vs. economic benefits

Immigration offers economic benefits, such as tax revenue, increased productivity, and reduced crime, but also challenges, including social cohesion. This looks at how Canada and Germany are balancing these complexities.

China in advanced stage of demographic collapse

New data shows China's demographic issues are much worse than most realise. This is going to be the final decade that China can exist as a modern nation-state because it simply isn't going to have the people to even try.

Electric vehicles and Elon Musk have serious problems

Electric vehicles aren't going to be a large part of our transport future for at least the next decade, probably closer to three decades. There are significant environmental and cost issues that won't be easily solved.

The world's about to hit a brick wall

The Federal Reserve rate hikes will crunch demand from businesses and consumers in the US. But their greatest impact will be on countries outside America that will be starved of capital when they need it most.

The end of Russian oil

Much of the economic commentary on the attack of the Ukraine has focused on oil. Peter Zeihan suggests that much of that discussion has failed to appreciate the pre-war decline of the Russian oil industry.

Latest Updates

A nation of landlords and fund managers

Super and housing dwarf every other asset class in Australia, and they’ve both become too big to fail. Can they continue to grow at current rates, and if so, what are the implications for the economy, work and markets?

Economy

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

Retirement

Retiring debt-free may not be the best strategy

Retiring with debt may have advantages. Maintaining a mortgage on the family home can provide a line of credit in retirement for flexibility, extra income, and a DIY reverse mortgage strategy.

Shares

Why the ASX is losing Its best companies

The ASX is shrinking not by accident, but by design. A governance model that rewards detachment over ownership is driving capital into private hands and weakening public markets.

Investment strategies

3 reasons the party in big tech stocks may be over

The AI boom has sparked investor euphoria, but under the surface, US big tech is showing cracks - slowing growth, surging capex, and fading dominance signal it's time to question conventional tech optimism.

Investment strategies

Resilience is the new alpha

Trade is now a strategic weapon, reshaping the investment landscape. In this environment, resilient companies - those capable of absorbing shocks and defending margins - are best positioned to outperform.

Shares

The DNA of long-term compounding machines

The next generation of wealth creation is likely to emerge from founder influenced firms that combine scalable models with long-term alignment. Four signs can alert investors to these companies before the crowds.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.