BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?


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    08 August 2022

    This coming reporting period follows an extraordinary period of monetary tightening across the globe, with many corporates continuing to grapple with huge spikes in wage and input cost inflation. 

    Despite some recent easing in supply chain stresses brought about by the Russia-Ukraine conflict, concerns of recession in the major economies continue to build.  

    Against such a challenging backdrop, what can we expect to learn in the coming weeks from the listed market? Are resets to earnings expectations likely to feature? Will dividends and capital management be shuttered? 

    08 August 2022
    Episode three: From crude to pump: unpacking Australia’s petrol price cycle.

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    PFAS: The risks, opportunities, and an Australian company to watch.

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    Episode two: Rio-Arcadium deal affirms Rio’s confidence in lithium.

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    ESG INSIGHTS: Nuclear’s role in decarbonisation.

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    Episode one: Is this the start of the great rotation into resources?

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    Have ASX iron ore stocks found their floor?

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