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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
    Why conditions are ripe for a massive snapback to value.

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    Peak profitability over for the banks.

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    The blue sky for rare earths now a bit cloudier.

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    Australian residential construction heading for a significant downturn.

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    Lithium value emerging, focus on critical minerals and has cost inflation plateaued?

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    Uncovering hidden value during February reporting season.

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