Environmental, Social, and Governance (ESG) investing has grown significantly over the past decade. Yet, recessions tend to test the commitment of investors and fund managers alike. During economic downturns, ESG funds often experience notable shifts in...
Investors
Not a tariff-ic idea
At its core, a tariff is a tax designed to protect a local industry from foreign competition and allow local firms to compete on a relative level footing. It is not (and has never been) an equalisation mechanism to balance trade between countries. The vast...
March 2025 – Eye of the Storm?
In March 2025, the Australian stock market exhibited a complex performance, shaped by sector-specific dynamics, weather events and significant global economic developments. The on-off-on imposition of new US tariffs introduced additional variables,...
The upcoming Federal election – another pivot in Australia’s energy policy?
As Australia moves closer to the 2025 federal election on 3 May, the natural gas sector is once again at a crucial point. Rival energy policies are set to reshape markets and investment opportunities. Over the past decade, the industry has seen major shifts...
Mining Shocks: A Look at Key Disruptions
The global mining industry is no stranger to disruption. From resource nationalism to geopolitical tensions, labour strikes, and environmental disasters, critical supply chains have been upended time and again – often with far-reaching consequences for...
Can Europe become a self-sufficient critical minerals supplier?
Over the past two decades, Europe’s critical minerals sector has undergone significant transformation, reflecting the continent’s evolving industrial needs and geopolitical strategies. As global demand for minerals such as lithium, copper, nickel,...
February Market Mayhem: Australia’s Resources Sector Faces a Wild Ride
February 2025 was anything but dull for Australia’s resources sector. The ASX 200, after a promising start, found itself on a slippery slide in the latter half of the month, driven by global trade tensions and unexpected weather disruptions. Major...
Silver lining for precious metals investors
In the realm of precious metals, silver has long stood in the shadow of its more illustrious counterpart, gold. However, recent market dynamics suggest that silver is poised to step into the limelight, offering compelling opportunities for astute investors....
Strong Freo Doctor a Welcome Tonic for the Resources Sector
The annual RIU Explorers Conference, held at the historic Esplanade Hotel in Fremantle, kicked off the 2025 Australian resources conference season this week. Having grown tremendously over the years, the hotel is now almost bursting at the seams with a good...
