For the world to meet climate targets, the supply of battery-grade lithium will have to ramp up greatly, prompting expectations that the price will keep rising for years to come. And Australian companies with proven lithium deposits could do well as M&A in the sector stays hot, analysts say.
Digital transformation, combined with companies staying private for longer, means successful startups are scaling up faster. The next wave of development, SeedSpace’s Cathryn Lyall said, would come from larger VC fund allocation and sovereign wealth fund investment.
Large language models like ChatGPT are part of a long technology continuum driven by Moore’s law, the observation that transistor capacity doubles every two years. To get in on AI’s surging growth, says Munro Partners’ Nick Griffin, investors should focus on the big – and not-so-big – names already poised to come out on top in the “race to shrink”.
The clean-energy transition represents a huge opportunity for investors to earn good returns from investments that have a positive environmental impact – and ethical investors in Australia have particularly good cause for optimism, according to Australian Ethical.
Longreach taps into the LNG market supported by projects in Texas & Oklahoma.
Australian CPI numbers were released this week showing a 6.1 per cent increase in consumer prices, the fastest pace in 30 years.
Chief Strategist Michael Hartnett at Bank of America (BofA) comically titled the July fund manager survey “I’m so bearish I’m bullish”.
A weak June quarter 2022, driven by a higher-than-expected US May inflation reading, managed to spook investors and cause a sell-off in markets, making it one of the worst quarters seen in decades.
. Whether it was renewable energy, carbon or cryptocurrency, investors of all types are naturally optimistic, often seeking to allocate capital to the sectors and businesses that are building towards the future.
The end of 2022 feels a little like a blur of problems, people and red numbers, that’s not even considering what we have just been through.
Morgan Stanley have released their note covering the 2022 Midyear Economic Outlook. Most major economies, including the U.S., Europe, the United Kingdom and China, are each tracking toward GDP growth that will be half that of 2021.