LA Private

December 27, 2023

Uncertainty in global copper

This article was originally published on 29 November 2023. The global copper market faces uncertainty as doubts arise about the reliability of output from two major Latin American mines in Panama and Peru. The sudden emergence of doubt came after Panama’s top court ruled on Tuesday that Canadian miner First Quantum’s contract to operate the

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Finding value in small caps

This article was originally published on 29 November 2023. Investors are finding compelling opportunities in an unexpected corner: small-cap value shares. As per a recent report from JP Morgan, small-cap value stocks are currently trading at a 14% discount compared to their 20-year average price/earnings multiples, while large-cap growth shares, led by the tech behemoths

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Clean energy stocks plummet

This article was originally published on 29 November 2023. Clean energy stocks are mired in their most severe downturn in years, triggering a multi-billion-dollar erosion of the sector’s value and casting a shadow over America’s environmental objectives. This downward spiral is impacting major auto manufacturers, offshore wind projects, solar panel adoption, and green-power producers. While

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Five constraints on medium term investment returns

This article was originally published on 25 Oct 2023. Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses five megatrends. Key pointsFive megatrends suggest higher medium term inflation pressures & lower economic growth than pre-pandemic.These are: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical tensions; climate change

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