Challenging Conditions, Selective Opportunity The Australian CBD office sector finds itself at a crossroad. Amid rising interest rates, shifting tenant behaviours, and growing operational costs, market sentiment has soured. Yet, beneath the headlines of falling values...
The Investor's Dilemma in an Unknowable World In investing, there are few enduring truths, but one towers above the rest: nobody knows the future. Whether facing the 2008 Global Financial Crisis, the COVID-19 pandemic, or today's geopolitical upheavals and trade...
A Market in Turmoil, A Future in Motion In February 2025, global technology markets were rocked by one of the sharpest momentum-driven selloffs in recent memory. A convergence of tariff shocks, geopolitical tensions, and algorithmic unwinds led to indiscriminate...
There are decades when nothing happens, and then there are weeks when decades happen. For many readers, this rather neatly encapsulates recent market antics. With tariff policies still stuck in a revolving door and markets convulsing like a toddler denied ice cream,...
A new and insidious form of recession is brewing, not one born from financial system failure or natural market cycles, but from policy-driven paralysis. At its heart lies an erratic trade strategy, where punitive tariffs are wielded as a bargaining chip in...
The past week has seen global markets whipsaw amid the latest U.S. tariff announcements, with Australian equities caught in the crosscurrents. Initially, global equities shed over $5.4 trillion in value following sweeping U.S. tariffs on imports, sending the S&P...
In a recent episode of the All-In Podcast, Scott Bessent, the newly appointed U.S. Treasury Secretary under President Donald Trump, provided deep insights into the economic challenges facing the United States. The conversation, hosted by Chamath Palihapitiya, and...
Inflation. It’s a term thrown around by newsreaders and politicians, often with a tone of fear. But what does it really mean for Australians? More importantly, what’s happening right now in the United States, and how will that impact us here? As Australians, we need...
The February reporting season presented one of the most dynamic market environments in recent memory. Earnings results triggered sharp movements, with investors swiftly adjusting their positions based on performance. This created significant shifts in valuations, with...
Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer...
The ASX continues to be a hub for fintech innovation, with digital payments playing a crucial role in reshaping financial transactions and business operations. As businesses transition toward cashless transactions, demand for seamless, efficient payment solutions...
Warren Buffett’s annual letter to Berkshire Hathaway shareholders is one of the most anticipated events in the investment world. Every year, investors both seasoned professionals and beginners, pour over his words to extract wisdom from one of the greatest investors...
