President Biden

In this regular quarterly analysis, we assess the key economic events of the March quarter and seek to identify key opportunities or drivers for the years ahead. Australia Government bond rates were the story of the quarter, with the Australian 10-year yield, an important input into property and other asset valuations, reaching a multi-year high…

“There is no alternative” – Margaret Thatcher This saying, shortened to TINA, has been among the most popular coming out of the investment industry over the last 12 months. Despite limited signs of the benefits of loose monetary policy, central banks doubled down in response to the pandemic, anchoring interest rates close to or below…

Even though Lithium Boom II is well underway, there may still be time to jump on board the bandwagon and capture significant upside from battery material manufacturers. Despite some staggering company performance, it is clear that the future of the global economy is battery-powered, with investment required at a scale scarcely believable. The lithium boom…