Macro Insights: The renewables reality check
LONG HAUL: Renewables stocks saw a short green silver-lining from the Ukraine crisis, with surging...
Macro Insights: ‘Biggest summer of travel of our lifetime’
REBOUND: Global travel is rebounding on pent-up demand, lower virus cases and restrictions, and is...
Macro Insights: Change is the only constant
FACEBOOK: Meta (FB) publicly listed as Facebook 10-years ago today in the 3rd largest IPO in US...
Thematic Investing: Invest now in tomorrow’s biggest trends
Thematic investing is an investment approach aimed at identifying upcoming trends, and investing in...
Macro Insights: Have bond yields peaked?
LOWER BOND YIELDS: US 10-year bond prices have fallen sharply, and yields doubled this year to 3%....
World Telecommunication and Information Society Day: Here's how to invest
If you're reading this, you are using telecommunications. Whether you're on your computer, mobile...
Macro Insights: Companies didn't get the memo
WHO’ RIGHT: Financial conditions are tightening, equity valuations falling, and markets near -20%...
Macro Insights: Bitcoin caught in double sell-off
NOWHERE TO HIDE: All asset classes, bar commodities, have been swept up in a sharp sell off....
Macro Insights: Start of inflation relief
RELIEF: Today’s May US inflation report could be a key inflection point, with year-over-year rates...
Macro Insights: A ‘lucky country’ haven
VALUE: The world’s 8th largest equity market (AUS200), was one of few in the green this year, along...