How you view superannuation is largely dependent on your age bracket. For younger workers, it is not well understood and a bit boring. For those getting closer to retirement age, their interest piques as it sets out the type of lifestyle they are going to...
Investors
Are the US IRA rules going to help or hinder?
Ever since the United States passed its US$369 billion Inflation Reduction Act, resources companies around the world have been burnishing the various credentials which make them eligible to share in the spoils of what appears to be a very large pot of...
Gold’s Time to Shine
Understanding the gold market is a bit like solving a 3D jigsaw puzzle. There are many permutations and different considerations that need to be factored in, many of which are contradictory to each other. Interest rates, exchange rates, physical buying, ETFs...
Copper Contango, a Chinese Quickstep and an LME Slow Dance
What’s the outlook for the copper sector in terms of supply, inventories and prices? Well, that depends on where you are talking about. In a global economy with online trading 24 hours a day, we currently have a situation where the position for copper at...
Optimism Under Grey Skies for the Second Noosa Conference
The idea of hanging out in Noosa in November, just as the weather heats up, is an attractive proposition. Good beaches, excellent restaurants and some good investment stories seem like a no-brainer. Until the weather changes, physically and metaphorically....
What to do When Down is Up and Up is Down
Whilst the saying goes that ‘the market is always right’, that doesn’t mean it always makes sense. There are macro forecasters that make good money picking trends out of world events and most of the time these seem to make perfect sense for instance,...
IMARC 2023: 8,500 Attendees, 800 Companies, and a Decade of Resource Power
In Chinese culture, 8 is said to be the luckiest number due to its pronunciation being close to the word for “fortune”. By the numbers, fortune was smiling on the International Convention Centre in Sydney this week, where the Mines and Money team put on...
Apple vs Oppo – An Interesting Tale for Nickel Companies
Every September, Apple holds a glitzy event at its Cupertino headquarters to roll out all its latest shiny things, which normally includes the new iPhone. Scores of the faithful then obediently (or not so obediently) line up to secure the latest technology...
What happens to ESG strategies when liquidity dries up?
Amid emerging signs of economic resilience and markets getting used to a “higher for longer” rates regime, risk sentiment may be turning as we approach the year-end with potential upside for global equities, according to UBS Wealth Management. However,...
