A shrinking global labour pool will demand better wages and conditions, pushing up prices. This month I want to address a common question being asked by investors i.e. ‘how long could high and higher prices last’. The short answer is that a very, very long time. But there may be a silver lining here. Over the
Read MoreIt’s not uncommon for shareholders to disagree with the boards that are supposed to represent their interests. Directors are privy to a lot of inside information that isn’t available to the public. They make decisions that can’t be divulged, sometimes forever. They balance risks against potential gains in initiatives that don’t always produce the desired
Read MoreInterest rates have risen in Australia for the first time since 2010, which has been a long time coming, if anything we are late to the party. Rate announcements and central bank meetings are usually followed by a week of increased volatility – we have certainly seen that so far. With stocks and bonds on
Read MoreGlobal Markets Update: US markets: US markets declined in the month, with the Dow Jones down -4.9% and S&P500 down -8.8%, as high-growth stocks took a hit after Fed signalled it will reduce its massive bond holdings at a maximum pace of $95 billion a month, further tightening credit across the economy and Fed Chair
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