Insights, 19 Sep 2024

Blackstone bets big on Australia

Australian Spotlight - September 2024

When the world’s biggest alternative asset manager, USD 1.1 trillion AUM, makes some big bets on Australia, the world takes notice. Over 13 years, Blackstone has invested USD 17 billion in Australia. However, a single new investment announced ...

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Insights, 05 Sep 2024

Sun Worshippers

Chart of the Month - September 2024

“Sunbaker” Max Dupain’s 1938 photo captures Australians’ love of the sun. But this love affair has a dark side. Australia does not lead the world in terms of solar UV exposure but it does lead the world in the incidence of UV...

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Insights, 26 Aug 2024

Riding the wave of LNG Exports

Australian Spotlight - August 2024

Many see LNG as a bridge to greener energy. Less emissions than coal and more reliable than wind and solar. For Australia it has come out of nowhere to be a golden bridge. But there is debate over how long that bridge will stretch. It may end sooner tha...

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Insights, 21 Aug 2024

Australia's golden moment

Chart of the Month - August 2024

The Red Hot Chilli Peppers grabbed the mic at the handover ceremony marking the end of the Paris Olympics. But Australia is still basking in the glow of its greatest gold medal haul ever. Australia won 18 gold surpassing its previous record of 17 from th...

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Insights, 25 Jul 2024

The ASX 200 breaks the 8,000 barrier

Australian Spotlight - July 2024

At 10:08 am (AEST) on 15 July 2024, the ASX 200 broke the 8,000 barrier for the first time (see chart below). But unlike the breaking of the 7,000 mark in January 2020, it was more of a raspberry than a bugle call. There is too much uncertainty around t...

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Insights, 04 Jul 2024

Swimming Nude

Economic Update - June 2024

Tourist and alternative lifestyle mecca Byron Bay may be getting stripped of its nudist beach but it is the RBA that is getting embarrassed by larger than expected figures! Meanwhile, the EU has started cutting, the US remains on course for cuts, Japan ...

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Insights, 01 Jul 2024

Australia’s quantum computing leap

Australian Spotlight - June 2024

ChatGPT is dominating public attention but behind the scenes there is arguably a bigger computer revolution brewing. If the potential of quantum computing is realised, all current cryptography will be made obsolete and meteorological models could dramat...

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Insights, 10 Jun 2024

Australia's new green bonds

Chart of the Month - June 2024

Something new, something green! On June 3, Australia’s federal government issued its first-ever green bond: AUD 7 billion (see chart below). It was oversubscribed three-times over. While it represents a small start compared to total treasury bonds...

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Insights, 04 Jun 2024

Yielding to reality

Economic Update - May 2024

US consumers seem more Garfield than Furiosa at the moment with some good news on the inflation and consumer confidence fronts in May. Inflation may not be so sticky in the US after all? The Fed Reserve is however still talking tough. Inflation is still...

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Insights, 31 May 2024

Australia’s “super” retirement funds

Australian Spotlight -- May 2024

Ageing populations can be a real drag. A drag on government finances, debt, and economic growth. Many countries with fast ageing populations look to the future with foreboding. Australia however is doing better than most. Thanks to government foresight ...

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