Is It Time to Buy Iron Ore Miners?
In February of 2011, the price of iron ore hit an all-time high of USD$187 dmt (dry metric tonne). Fueling the price explosion was the multi-year campaign by the Chinese government to modernise the country. Expanding a country’s industrial production capacity and creating urban areas to house needed employees requires massive infrastructure development, from roads,…
Why Gold Investment Is Surging
Gold investment demand is surging as traders increasingly comprehend this leading alternative asset’s amazing fundamental backdrop. The biggest inflation super-spike since the 1970s is relentlessly eroding purchasing power, while the bubble-valued US stock markets are rolling over into a long-overdue bear. So investors are flocking back to gold, driving its price higher enticing in more…
Will Cobalt Remain an EV Battery Staple?
Speculation about the potential explosion in the demand for electric vehicles (EVs) in the midst of the last decade saw the prices of some of the metals needed to produce the batteries capable of powering those vehicles more than doubling by 2018. Lithium, nickel, and cobalt led the charge, but when the speculation appeared to…
Philanthropy: The secret to enjoying your giving
Like chess, or golf, or computer games, philanthropy can seem daunting at first but like all slow-burning passions, it’s the layers and the depth of philanthropic giving that make it so rewarding and enjoyable. According to Jane Magor, National Manager, Philanthropy and Non Profit Services at Perpetual Private, these layers are ones that many individuals…
Would Australians buy electric cars?
Only 5,532 of the 101,233 new cars sold in Australia last month were all-electric. While that number is an improvement on previous months, it is tiny compared to the 25% to 85% of new cars sold that are all-electric in European nations such as Germany, the Netherlands, Denmark and Norway. A lot has been written…
Long-term tailwinds in play for renewables
The long-term case for renewables was already well-established before the war in Ukraine began due to the need to decarbonise the economy. The current pressure on Europe to break its dependency on Russian gas has only strengthened the long-term need for green infrastructure. The long-term case for renewables investing has been mounting in recent years…
The RBA has lost its patience on rates
It is coming up to 18 months since Australia’s Reserve Bank last cut its cash rate. And what it did then was merely a further cut, from an unprecedented low of 0.25% to a fresh unprecedented low of 0.10% Since it last changed the direction of rates (started cutting instead of hiking) it has been…
How important is Russian oil and gas as further sanctions loom?
As the EU considers further sanctions on Russia, we look at the importance of Russian energy supplies and ask fund manager Malcolm Melville about the implications. Russia’s tragic invasion of Ukraine is now into its second month. With the threat of more sanctions being applied to Russia from the West and President Putin using oil…
52 Week Highs with Tailwinds
Members of that bold and confident group of investors labeled as “stock-pickers” have multiple choices for hunting for targets. While investors with high risk aversion seek the relative safety of fixed choice or exchange traded/mutual funds investing, those willing to accept the risks know the potential benefits of picking their own stocks far outweigh the…
Central banks are going green to questionable avail while stirring risks
A loss of autonomy to fight inflation is just one of the dangers. Finland’s forests, which cover more than 70% of the country, are the subject of a continent-wide debate on how to halve EU carbon emissions by 2030. Policymakers, environmentalists, companies and the public are arguing over whether the forests should remain untouched, and…
