As the bears start to wrestle for control from the bulls, we share five themes we expect will have implications for global equity markets this year and five stocks to position for each of these themes.
Trent Masters recaps the key events that affected global market in January 2023 and discusses the implications of AI such as ChatGPT on companies.
Mary Manning and Elfreda Jonker discuss insights from Mary’s recent trip to North America and key takeaways, the current reporting season across global markets and their view for the year ahead.
Jessica Cairns discusses the changes to the Safeguard Mechanism and Australian Carbon Credit Units (ACCUs) that were proposed in January.
Tightening, Tanks, Trade Wars, Inflation and Interest rates were some themes that dominated headlines and impacted equity markets during 2022. What market factors are likely to change in 2023?
Jessica Cairns discusses the implications of the Safeguard Mechanism for companies which have most of their operations in Australia.
The ESG and Sustainability team strengthened their engagement efforts with third-party experts, industry organisations and academics to gain a more complete view on ESG thematics. We review 2022 and look ahead to 2023.
Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.