December 2023

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 […]

A selection of some of the Real Estate companies that presented with us in 2023. RAM Essential Services Property Fund (ASX:REP) – Matthew Strotton – Executive Director, Head of Real Estate – RAM Essential Services Property Fund (ASX:REP) is an Australian Real Estate Investment Trust which invests in high quality Australian medical and essential retail

This article was originally published on 23 November 2023. Uranium prices have experienced a significant uptick, crossing the $80 per pound threshold, a level not observed in over 15 years. This surge in uranium prices can be attributed to a combination of factors, including a renewed interest in nuclear power and various supply disruptions in

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

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

This article was originally published on 10 November 2023. According to futures pricing, many in the huge US markets reckon the Federal Reserve will be cutting interest rates from mid 2024 onwards. That belief has hardened in the past week as a combination of strong US economic growth, weakening cost pressures and less hawkish comments

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

Stocks rose to start the last week of the year, pushing the S&P 500 closer to record levels. The S&P 500 climbed 0.42% to end at 4,774.75, while the Nasdaq Composite advanced 0.54% to settle at 15,074.57. The Dow Jones industrial Average gained 159.36 points, or about 0.43%, to close at 37,545.33. The Nasdaq 100

A selection of some of the Consumer Discretionary companies that presented in 2023. Adrad Holdings (ASX:AHL) – Donald Cormack – CEO – Adrad is an Australian-based business specialising in the design and manufacture of innovative heat transfer solutions for OE customers globally and the manufacture, importation and distribution of automotive parts for the aftermarket in

This article was originally published on 30 November 2023. The capitulation of the long end of the yield curve has been brutal. In the US, for the best part of 18 months, the inverted yield curve (defined as long end interest rates lower than the short end) has predicted a recession. This has been supported