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7 October 2024
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The Russia-Ukraine conflict looks set to splinter the world into two distinct trading and financial systems aligned to either the US or China, triggering sustained inflation that will impact prices over this decade.
Microchips are the key battleground in the rivalry between Beijing and Washington because the integrated circuit ranks with the internal combustion engine and electricity as inventions of consequence for everyday life.
The recovery from COVID-19 is looking more like a K-shape, with some companies doing well while others struggle. The pandemic seems more akin to a black swan, exogenous shock than a structural downturn.
The latest iteration of globalisation is forming. Western consumers will face reduced choice and higher prices and global production networks will be less efficient. But the US and China also need each other.
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.
The growth in wealth and aspirations of middle-class Chinese may become a 'consumer of last resort' for the world economy, but to earn that status, China must avoid a ‘trap’ among other challenges.
This detailed analysis of infections, deaths, drugs and vaccines includes an optimistic scenario: perhaps US and Australian infection numbers will peak in early to mid-April with a decline after.
A million Australians live overseas, and many forget the complexities that can arise in their financial affairs. Watch in particular for changing tax status, as in this US example.
It might be intuitive to think shares are more resilient to the effects of inflation than other asset classes, but as Warren Buffett warned in 1977, it could work the other way.
* One quarter of Americans surveyed couldn't say whether $100 earning 2% interest per year would grow to more than $102, less than $102 or exactly $102 after five years.
News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.
A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.
Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.
The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.
Investors overestimate the risk of owning stocks and underestimate the risk of not owning them. In the long run, shares crush other major asset classes, yet it’s one thing to understand this, it’s another to being able to execute on it.