The announcement and subsequent progressive global rollout of multiple effective vaccines has sent equities back to pre-pandemic levels and indeed well ahead of pre-pandemic levels in the case of the US market. More than 2.01 billion doses have now been administered.
7th Jun, 2021
Lithium is one the lightest and most electro-conductive elements of the periodic table, making it ideally suited for Electric Vehicles (EV), which we expect will be one of the most disruptive technologies over the next decade.
3rd Jun, 2021
Real assets typically refer to investments in unlisted real estate and infrastructure, as well as Physical Commodities (such as gold) and agriculture-based assets (e.g. timberland and farming).
31st May, 2021
As we draw nearer to the end of the 2021 financial year, it’s a good time for clients to speak with their Advisor to consider strategies that could be beneficial to their financial well-being.
21st May, 2021
The sustained rally in Australian equities since markets bottomed in March 2020 has so far taken place without any meaningful price correction.
20th May, 2021
The US CPI release for April suggests that inflationary pressures are picking up quite sharply. Two critical questions facing investors are whether these emerging inflationary pressures will persist beyond the next few months and how the Fed will respond.
17th May, 2021
Bank reporting season delivered what we were looking for across three key areas: 1) high single-digit (underlying) earnings growth and dividend beats; 2) falling bad debt provisions ahead of the market; and 3) strong capital levels – suggesting capital management is not too far away.
14th May, 2021
The latest Federal Budget commits to a continuing focus on supporting the economic recovery by starkly prioritising job creation and enhanced social programs over medium-term budget repair.
12th May, 2021
The inflation outlook is currently drawing even more than its usual degree of attention given the sheer size of the monetary and fiscal response to the economic dislocation brought on by the global Covid-19 pandemic.
3rd May, 2021