Opinion

Debt assets may be de jour, but the income they produce is fraught with peril if it doesn’t include the kind of diversity senior secured loans provide.

The question, in my view, isn’t what is affordable. It’s this: what price should we be willing to pay for long-term financial security?

Thing are looking up for retailers, and especially groceries providers, as higher prices drive profits. But the roads won’t be paved with gold to Woolies and Coles forever.

The pursuit is focused, relentless and uncompromising – dismissive of any potential consequences. So what happens when the addiction is to risk?

A dramatic reporting season saw over 40 per cent of companies surprise to the upside, less than 30 per cent disappoint and a third fall in line with expectations.

August reporting season is in full swing. Here we cover the FY22 results and future outlook for Treasury Wine Estates and Transurban.

If consumer confidence remains low, it’s likely businesses conditions will also deteriorate to reflect an economy facing rising rates, soaring inflation and falling house prices.

With sufficient cash flow and an upwards earnings trajectory, Telstra’s dividend should continue to grow despite the departure of its CEO.

The bullish market reaction to the latest US inflation read, should come with a pinch of salt.

Elon Musk once famously claimed, “lithium batteries are the new oil”. Yet lithium-ion batteries merely trade the oil problem for a lithium problem.

An action-packed month of record dividends, soaring energy prices and rising inflation are all expected to be key trends this earnings season.

The Reserve Bank of Australia (RBA) board raised its official cash rate last week for a third consecutive month. The bank has adopted a dovish stance saying future hikes are “not on a pre-set path” and that the economy will likely slow as a result of these hikes.