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28 July 2024
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Powerful tailwinds are forming behind certain areas of global equity markets that previously spent many years in the wilderness. Chief among them are stockmarkets in Europe and Japan, which have surged in recent months.
Perhaps the most consequential lesson from the pandemic for companies is that relying on single links in the global supply chain is a mistake. Here's how businesses are adjusting and the implications for investors.
The odds favour a US recession, albeit a mild one. If Australia can manage an orderly reduction of household debt, then it will give the RBA more flexibility to increase interest rates and bring them in line with US rates.
For the world’s central banks, the second half of 2022 has been dominated by addressing ‘today’s problem’ of high inflation. In 2023, the banks will switch focus to 'tomorrow's problem': global growth and unemployment.
A global technology arms race between the US and China is heating up. We examine what's happening now and whats likely to happen in future. As well as the risks and opportunities for investors from this crisis.
Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. We review two logistics companies that are well positioned to perform.
Stagflation occurs when economic growth slows (stagnation) and prices rise (inflation), and while this scenario has been evident for a while now, is it really the same as the last time, over 40 years ago?
Investors ask whether global supply chains were stretched too far and too complex, and following COVID, is globalisation dead? New research suggests the impact on investment returns will not be as great as feared.
Bull markets tend to follow their own momentum until they hit a clear opposing force. The economy is like a spring about to be uncoiled with the most obvious restraint on the horizon is the return of inflation.
With historic falls in greenhouse gas emissions during the COVID-19 pandemic, we have a unique opportunity to construct a recovery that ensures a stronger economy while minimising carbon emissions.
With 160 programmes underway and billions of dollars spent on COVID-19 vaccines, investors are drawn to optimistic news. However, the company that has developed most new vaccines has a sober view.
With signs that the economic recession will not be as deep as first feared, many companies will emerge strongly with robust business models. Here are the sectors with the best opportunities.
Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.
A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.
The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.
The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.
The nine lessons include there is always a cycle, the crowd gets it wrong at extremes, what you pay for an investment matters a lot, markets don’t learn, and you need to know yourself to be a good investor.
A new report from Vanguard has found an increasing number of Australians expect to be paying off a mortgage in retirement, or forced to rent. A financially secure retirement is no longer considered a given.