Markets rallied in November, welcoming the victory of Donald Trump and the Republican Party in gaining control of the US ...
In our last episode of the year, John Abernethy and Paul Zwi share key insights into Australia’s economy, the global investment landscape, and what 2025 might hold. From the devaluation of the ...
Australia’s economy recorded its weakest annual growth rate in decades (outside of the pandemic) in the September quarter. Private demand was negative, with overall economic activity being propped up ...
We’ve written countless times about American Exceptionalism – its share market performance, reserve currency status, unrivalled military and cultural power, technology giants, world-beating oil ...
The week on The View, Portfolio Manager Steven Lambeth discusses recent market developments and shares his insights for 2025.
Australia is blessed with many natural resources, including oil, natural gas, coal, uranium, lithium, and lots of wind and ...
President-elect Trump says he prefers a weaker US dollar (USD), but economists and investors think his proposed policies will have the opposite effect. Since his election victory, the greenback has ...
Join us for an engaging discussion with Harry Cordaiy and Gareth Abernethy from the Clime Smaller Companies Fund. Discover why Australian small caps present compelling investment opportunities in 2024 ...
In this QB, we’ll draw on the work that Martin Crabb of Shaw & Partners (Shaw’s) periodically produces to analyse equity valuations using informative charts. In the first chart, we observe a “fair ...
The rise in the S&P 500 in 2024 has been one of the strongest since 1928. The current equity upswing began in October 2023, driven by optimism in peak inflation and the prospect of a US Federal ...