Value Opportunities in the New Commodity Supercycle
The global economy is poised for a bull market in commodity prices. There is a value opportunity for investors in energy stocks owing to the likely...
222 Views
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
336 Views
What a Biden Presidency Will Mean for Markets, the Economy and Asia
The key impact of a Biden presidency will be an initial sell-off in US equities, given that Biden has pledged to raise the corporate tax to 28%...
457 Views
Toxic Cocktail
Increasing Systemic Risks:Events are moving quickly and the fluidity of this pandemic has created a destructive amount of market volatility,...
300 Views
Caltex: EG Inconveniences ATD's Offer
Immediately after Caltex Australia (CTX AU) announced plans for a property IPO involving 250 freehold sites of 500 core sites previously flagged,...
463 Views