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Analysis

Reality bites

15 March 2022 • By Martin Conlon • 1 min read

Reality bites

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 ...

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Reality bites

Carbon capture: Early days of a $1 trillion industry?

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...

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Reality bites

What does 2022 hold for Australian residential property?

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 ...

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Reality bites

Energy and the transition to a net zero 2050

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...

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Reality bites

Key takeouts from reporting season

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...

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Reality bites

World order in the balance

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...

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Reality bites

Reheating the energy sector

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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Reality bites

Finding income from global equities in a volatile market

To say that equity markets got off to a rocky start in 2022 would be an understatement. In an environment like the one we currently find ourselves in,...

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Reality bites

Strategies for rising inflation and market volatility

As investors start to confront the prospect of rising interest rates, there are a number of strategies that can be deployed to address the risks of hi...

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Reality bites

3 risks for 2022

Two years into the COVID-19 pandemic, we are living and investing in a world which is still riddled with uncertainty. This uncertainty brings three ke...

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