Is the dollar done?
We assess whether the freezing of Russia’s FX reserves could ultimately cool the dollar’s dominance as a reserve currency. Last month the Russian government missed a payment on a Eurobond because financial sanctions meant that it was unable to service its debt. Russia managed to evade a default by making a payment shortly before a…
Disruptive ASX Stocks Withstanding the Test of Time
Nervous investors everywhere watch the daily movements of US stocks as likely bell weathers for stock performance in their own markets. Through mid-May, the US lead followed in the majority of global markets continues to be bleak and tumultuous – down day after down day occasionally interrupted by rallies that quickly recede. In the midst…
Tiny houses can help ease rental affordability
Rental housing in Australia is less affordable than ever before. It is no exaggeration to call the situation a crisis, with vacancy rates at record lows. But there are some relatively simple, easy-to-implement and cost-effective things that can be done to ease rental affordability pressures. These include relaxing planning restrictions on small and non-traditional houses,…
Small Cap Biotechs Making News
In 2017 the ASX published a report prepared in conjunction with Australia’s primary life science organisation, AusBiotech, entitled Guide to Life Sciences Investing. The ASX Healthcare Sector is broadly divided into two subsectors – Health Care Equipment and Services and Pharmaceuticals, Biotechnology, and Life Sciences. Listcorp.com – a site devoted to allowing investors access to…
The great recalibration continues
Fixed income has cheapened dramatically, however with uncertainty elevated we expect additional risk premia to be built in before bonds become really appealing. As a result, we’re continuing to run cautious portfolio positions, monitoring (elusive as yet) signs of stability. Recalibration continues The dramatic recalibration of expectations regarding the future level of interest rates continues….
Will the WAAX Stocks Come Back?
Investors in both the United States and Australia have turned on former “market darlings” in both countries with a vengeance. When market participants couldn’t buy sector leaders fast enough, someone coined the acronym for the big players in the US – the FANG stocks (Facebook—now Meta, Apple, Netflix, and Google – now Alphabet. From Yahoo…
Mining stocks buoyed by base metal strength
Stellar performances by nickel, lithium, uranium and iron ore in March drove some metal prices to new highs while zinc, copper and aluminium all closed the month stronger. Clarke Wilkins, Senior Australian Equities Analyst, responsible for the resources and energy sectors, looks at the major commodities and the sectors and stocks that have caught his…
Superbugs are outsmarting antibiotics
A market failure means pharmaceutical companies are failing to address the threat. In 1938, Ernst Chain, a German-born biochemist working at Oxford University, found an article on penicillin written nine years earlier by UK bacteriologist Alexander Fleming. In 1928, by fluke, Fleming noticed a zone around an invading fungus on an agar plate in which…
Mining stocks buoyed by base metal strength
Stellar performances by nickel, lithium, uranium and iron ore in March drove some metal prices to new highs while zinc, copper and aluminium all closed the month stronger. Clarke Wilkins, Senior Australian Equities Analyst, responsible for the resources and energy sectors, looks at the major commodities and the sectors and stocks that have caught his…
What higher inflation means for Australians
Inflation in the US, UK and elsewhere has not been this high for decades. What does that mean for investors? American consumers are paying 8.5% more today for everyday goods than a year ago. That’s the highest rate of price increases in more than 40 years. In the UK, the year-on-year increase in prices is…
