13 June 2023 • By Kev Toohey • 1 min read
Instead of asking by how much or whether the Reserve Bank of Australia (RBA) should increase cash rates, we should be asking why it controls cash rate...
READ MOREFor many global investors, it is perhaps completely understandable if they have spent the first part of this year asking themselves, “What just happ...
READ MOREIf there was ever a market environment where “Quality” is expected to perform —– it is now. Q1 2023 arguably marked the “first act” of wha...
READ MOREWhat a difference a few years can make. Since the late 2010s, we’ve seen Australian superannuation funds ramping up their collective exposure to dir...
READ MOREYou might say that sustainable investing had an “annus horribilis” in 2022. High headline inflation was driven by the war in Ukraine and the ac...
READ MOREThe expansion of the global natural gas market has led to the growing importance of liquefied natural gas, or LNG, as an increasingly crucial element ...
READ MOREThere is increasing investor interest in private debt. The market is already estimated to be US$1.2 trillion ($1.48 trillion) — and with private cre...
READ MOREThe federal government announced two net-zero measures in the lead-up to the federal budget: the establishment of a new net zero authority and changes...
READ MOREThe unravelling in the US banking sector affirms the sense of foreboding and a recalibration of the balance of risks in our outlook. More so than a...
READ MOREEconomic transactions have been taking place at increasingly higher dollar levels. Nominal GDP growth has been stronger in the past two years than at ...
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