Opinion

• Opinion

The inflation we need to have

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

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• Opinion

How to survive the rising rates environment

Interest 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

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• Opinion

April Economic Wrap – Growth downgrades, rate hikes, and war tensions

Global 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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• Opinion

Is Tabcorp’s Lotteries business really an infrastructure asset?

Should investors consider the Lotteries business as an infrastructure asset and if yes what can it be worth? With the demerger of Tabcorp Holdings into two separate entities – The Lottery Corporation (TLC) and New Tabcorp (TAH) [wagering, media and gaming services] – now set to go ahead, we again highlight what the Lottery business

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• Opinion

Think critically before any investment

I hear from a large number of traders and investors who have taken a position in ‘pipe dream’ stocks and are surprised when they stop going up in price. These sorts of companies are built primarily on online hype and often little else. We have noticed an increase in the phenomenon, which is largely dueRead More