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 ...
Learn moreWhether it be from US pressure, the need to support Ukraine, or a flexing China, western governments are cranking up their defence spending. Australia is no different. Meanwhile, investors sense an opportunity. Stocks such as Germany’s Rheinmetall ...
Learn moreAny small, open economy depends on its major trading partner to flourish. Canada and Mexico need the US, Sweden and the Netherlands need Germany, and Australia needs China. As the major trading partner goes, so does the smaller dependant trading partner ...
Learn moreThe US equity market largely regained the ground lost in April as the market decided that it could see through Trump’s tariff tantrums. Like April, May was marked by more tariffs announcements, followed by more high-level meetings, and followed by ...
Learn moreWith an IRR of 13.8%, Australian-focused private capital funds are outperforming other regions and have the second-lowest risk after European-focussed funds (see chart below). Australia’s private capital market is of course smaller than those of t ...
Learn moreLiberation Day lived up to the hype and then some. Reading from the Stephen Miran and Peter Navarro playbook, President Trump hit most countries in the World with higher than expected tariffs. Global stock markets plunged, including Australia’s. C ...
Learn moreThe AUD recently hit a low against the USD not seen since the outbreak of the COVID-19 pandemic in March 2020. But some commentators see the AUD plummeting all the way to 50 US cents! The last time the AUD was at that level, back in September 2001, Face ...
Learn moreMarkets wrestled with looming US tariffs and finally realised that falling indices may impose little discipline on Trump. However, the unpredictability of US policy, with its announcements followed by delays and more announcements, is making matters wor ...
Learn moreA lot has happened in President Trump’s first 100 days. For many of its allies, America no longer seems like a steadfast partner. Trust has given way to disbelief and uncertainty. Trump cajoled NATO members to increase military spending in his fir ...
Learn moreVacancies have more than doubled for some Australian industries since just before the pandemic. Companies just can’t get enough workers! This is despite rising interest rates and a slowing economy. The situation is similar in the US, however, ther ...
Learn more