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22 March 2022 • By Jim Shore • 1 min read
The early part of 2022 has been characterised by a significant rotation out of growth and into value-driven stocks on the back of interest rate uncer...
READ MORE Across the globe, two billion people, or one quarter of the world’s population, do not have access to one of life’s essentials – clean, safe and...
READ MORE Climate change is perhaps the greatest threat to prosperity that humankind has ever faced. The World Meteorological Organization reported in 2021 that...
READ MORE History does not suggest smooth growth, and endless prosperity can be engineered with no more than a wall of easy money. As cracks widen, we continue ...
READ MORE The best way to mitigate climate change is to rapidly transition the energy ecosystem from fossil fuels-based energy to renewable and clean sources. H...
READ MORE One unexpected side effect of the COVID-19 pandemic has been the boom in global residential prices, including in Australia. The value of homes has ...
READ MORE The energy sector has been out of favour. Its weighting within the S&P 500 has declined to below 3 per cent, from a peak of over 15 per cent in 20...
READ MORE The threat of inflation is dominating headlines, as prices begin rising and global interest rates edge higher, but it’s not the only theme that inve...
READ MORE In the blink of an eye, the world order changed dramatically and violently as weeks-long Russian threats materialised into full-scale airstrikes and c...
READ MORE The Australian energy sector had been a notable underperformer relative to the broader market since the onset of the COVID-19 pandemic in 2020, but th...
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