Insights, 01 Jul 2026

Australia’s Superannuation System Explained

Spotlight on Australia - June 2026

Australia’s superannuation system is world-famous, at least among policy wonks and global fund managers! This is because of its overall size, currently at AUD 4.4 trillion in assets, which is the fourth-largest pool of retirement savings in the wo ...

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Insights, 03 Jun 2026

Australia’s Energy Revolution

Spotlight on Australia - May 2026

The German economy stalled when the Ukraine war pushed up its electricity prices. Similarly, many economies are sputtering with the impact of the Iran war. Australia experienced higher gas prices at the start of the Ukraine war and many industries a ...

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Insights, 24 Mar 2026

Mad Max: A Post-Oil Australia?

Spotlight on Australia - March 2026

George Miller’s Mad Max movies are set in the post-apocalyptic Australian outback. We are thankfully a long way from that dystopia, but the closure of the Strait of Hormuz is starting to affect the Australian economy, from empty petrol stations to ...

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Insights, 27 Feb 2026

Copper Chameleon

Spotlight on Australia - February 2025

As its revenue from iron ore, LNG, and coal slowly falls, Australia can rely on growing revenue from gold and copper. The price of copper has nearly tripled since March 2020 (see chart below) and in its latest earnings report, mining giant BHP earned mo ...

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News, 10 Feb 2026

Silver and Gold

Economic Update - January 2026

Politics overshadowed the economy in January. Fears of an AI bubble gave way to fears over Venezuela, Greenland, Iran, and Minnesota. However, economics cannot be ignored, and the month ended with the announcement of a new Fed chair, falling gold and si ...

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Insights, 03 Dec 2025

Australia’s Other Critical Minerals

Spotlight on Australia - November 2025

China has cornered the critical mineral market. This has sent the US, Europe, and Australia scrambling to secure critical mineral supply and refining. Australia has committed AUD 1.2 billion for a critical minerals strategic reserve and AUD 7 billion fo ...

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News, 21 Aug 2025

Electric Battery Bonanza

Spotlight on Australia - August 2025

1 in 3 Australian homes have solar panels, which is among the highest rates in the world. However, only 8% of homes with solar panels have an electric battery. During the day, a lot of electricity is going to waste! Seeing an opportunity to accelerate A ...

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Insights, 31 Jul 2025

Australia Helping China Green its Steel

Spotlight on Australia - July 2025

The world’s biggest steel maker needs to decarbonise its steel. Every year, China’s 1 billion tonnes of steel production results in around 2 billion tonnes of carbon dioxide. If China’s steel industry was a country, it would be the fif ...

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Insights, 23 May 2025

Post Election Prognosis

Australian Spotlight - May 2025

Two weeks after his election win, Prime Minister Anthony Albanese arrived in Rome in triumph. While Australian prime ministers are not ordained by God, he may have offered his thanks at the first mass of the new pope. Three months ago, many expected ...

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Insights, 31 Oct 2024

Australia's Rare-Earth Mineral

Australian Spotlight - October 2024

When you think of Rare-Earth Minerals (REMs), you probably think of China but did you know that Australia ranks 5th in the world for its proven reserves of REMs with over 3x the reserves of the US? These reserves will be critical in meeting rising futur ...

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