There’s no such thing as a low energy rich country
Climate change is one of the biggest political and economic issues of our age, quite possibly the most important. The global…
Long-term investment opportunities in copper
The current investment environment continues to be challenging, with trailing one-year returns for many asset classes remaining in…
The final act of the bear market cycle
In the short-term there continues to be a long list of reasons to be concerned about the health…
Think more like a gardener
Investors are right to be growing weary of the investment climate today. After the worst global pandemic in…
Failing banks: What’s going on…. and what should investors do?
In last week’s episode titled ‘Are We There Yet?’, we discussed the issue of interest rate rises and specifically,…
Are we there yet?
After decades of low and stable inflation, and correspondingly ever lower interest rates, 2021 saw the start of…
Investing in technology winners doesn’t have to be risky
The rate of change in technology has been astounding over the past 200 years. Since the dawn of…
A.I. Wars: ‘Shall we play a game?’
In the 1983 science fiction thriller WarGames, the movie’s lead character and amateur hacker David Lightman (played by a young…
Uncertainty abounds… but not in these sectors
The outlook in 2023 for most sectors in the economy remains highly uncertain and difficult to forecast. In…
Underappreciated ideas: nuclear power could save the world
This year, we’ll be running a series of episodes discussing ideas which we think remain underappreciated by investors…