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30 January 2026
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The Liberal Party has released an energy policy that favours the economy over emissions reduction targets and while it's a good start, more can more done to get the right balance to ensure our continued prosperity.
Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.
When change comes we have three paths: ignore it, try to soften its blow, or adapt to it. Australia leans hard on mitigation for climate change but neglects adaptation, leaving us exposed and unprepared.
The Trump administration has not killed the multi-decade investment opportunity in decarbonisation. These four industries in particular face a step-change in demand and could reward long-term investors.
The 2015 Paris Agreement is in jeopardy after the withdrawal of the US and Trump announcing plans to bolster fossil fuels production. It has significant implications for the push towards net zero emissions, including for Australia.
The debate on energy and the environment seems dominated by divergent views, from climate change denial to ending fossil fuels now. Here’s an attempt at a more objective take, using the latest science as a guide.
There is universal consensus that the Earth is experiencing climate change. Yet there is far more debate about how this will impact different economies across the globe. New research sheds more light on the winners and losers.
The copper market is barrelling towards a significant deficit and price surge over the next few decades that investors should not discount when looking at the potential for artificial intelligence and renewable energy.
A reader asked for ideas on investing in the energy transition, which this article argues is the defining investment thematic of our lives. However, it warns to look for companies not only participating but winning.
There is a US$50 trillion opportunity for those companies that help countries meet their net-zero emission targets over the next 30 years. Here are three key themes and a stock that will benefit from the change.
History will show Europe was ill-advised to rely on Russian fossil fuels, and the energy crisis has delivered stark choices on climate change, government finances, inequality, inflation, politics and social cohesion.
Over the past decade, we have seen sales of EVs go from a trickle to a steady stream of rapid adoption. We are now on the cusp of rapid expansion and have momentum to move the transport sector towards a path to decarbonization.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.