January 2024

In a recent gathering of prominent figures in the Australian financial landscape, three critical components of the capital chain converged to discuss a pressing issue – the energy transition. BHP’s Chief Financial Officer, David Lamont, AustralianSuper’s Nik Kemp, responsible for a $50 billion infrastructure and property unit, and Julian Peck, JPMorgan Australia’s investment banking chief, […]

A selection of some of the Energy companies that presented with us in 2023. Empire Energy Group (ASX:EEG) – Alex Underwood – Managing Director – Empire Energy Group owns and operates oil and gas assets with unconventional targets in the Northern Territory’s Beetaloo Sub-basin and central trough of the McArthur Basin. Po Valley Energy (ASX:PVE)

Nicola Powell, the Chief of Research and Economics at property classifieds giant Domain, has admitted that 2023 caught her off guard as the property market defied expectations. Despite the fastest interest rate-tightening cycle in living memory, house prices surged to new all-time highs, fuelled by historic immigration levels and a slowdown in new home construction,

In the world of investing, there’s a notable distinction between theoretical exercises and real-world financial stakes. It’s the difference between playing a video game like Mario Kart and driving a race car, or simulating indoor skydiving and taking the plunge from an actual plane. This analogy holds true for the realm of investment as well,

As the federal government unveils its new 10-year immigration plan, investors are advised to closely monitor how the government treats overseas tradies. This aspect of the plan has garnered significant attention due to its potential implications. The government’s immigration plan intersects with the political landscape, particularly Labor’s union influence, which seeks to make it more

European carmakers are facing a significant shortage of vital raw materials required for electric vehicle (EV) batteries, potentially hindering their efforts to meet ambitious 2030 sales targets, according to a recent analysis by Transport & Environment (T&E), a Brussels-based campaign group. The report underscores the growing competition for green-tech resources as the automotive industry shifts

This article was originally published on 12 December 2023. Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses themes for 2023 and possible themes for 2024. Key points The five key themes for 2023 were: better than feared growth; disinflation; peak interest rates (probably in Australia too); lots of geopolitical threats