Stakeholders hope the government’s proposed nature repair market – intended to work in parallel with the Australian carbon market – will drive the significant private investment needed to create positive, rather than just net-zero, impacts on biodiversity.
Most borrowers have continued to service their debts despite rising interest rates, while the strong labour market has underpinned income growth. However, as debt levels rise, the share of Australian mortgage holders with disposable income is dropping, according to a new report.
As part of the RBA’s program exploring a potential Australian central bank digital currency, ANZ has successfully completed a tokenised carbon credit trade using a stablecoin backed by a pilot CBDC, with more use cases set to be tested soon.
Governor Philip Lowe took a more dovish tone in announcing the central bank would leave the cash rate target at 3.6 percent, as markets welcomed the chance to let the 350 basis points of tightening already engineered to take full effect on the economy.
Value stocks have been big outperformers over the past three years, especially those in the cheapest part of the market, says Schroders’ Simon Adler. To avoid value traps, it’s key to do one’s research.
Diversification is invaluable, and this is especially apparent during times of disruption and uncertainty. Exposure to infrastructure assets can help investors take advantage of the current volatility, but keeping asset correlation in mind is key.
Large language models like ChatGPT are part of a long technology continuum driven by Moore’s law, the observation that transistor capacity doubles every two years. To get in on AI’s surging growth, says Munro Partners’ Nick Griffin, investors should focus on the big – and not-so-big – names already poised to come out on top in the “race to shrink”.
The clean-energy transition represents a huge opportunity for investors to earn good returns from investments that have a positive environmental impact – and ethical investors in Australia have particularly good cause for optimism, according to Australian Ethical.
Shifting market dynamics mean some of the investment themes that worked in recent years are set to give way to new opportunities. Man Group’s Andrew Swan and Prime Value’s Richard Ivers recently discussed the promising outlook for Asia and small-cap stocks, where it’s all about fundamentals.
Australians across the board are less satisfied with their superannuation funds than they were a year ago, a new report from Roy Morgan showed, with sharemarket volatility and industry consolidation acting as major drivers of the decline.
