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Long term demand for lithium can only go one way: Analysts

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.

Nicki Bourlioufas | 1st Jun 2023 | More
VC charging as startups grow to scale at speed, but support needed for next phase

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.

Tahn Sharpe | 22nd May 2023 | More
  • In the war over AI’s future, the big guns may have already won

    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”.

    Lisa Uhlman | 3rd Apr 2023 | More
    As energy transition gains urgency, ethical investing sees its moment

    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.

    Lisa Uhlman | 29th Mar 2023 | More
  • A great way to play the booming natural gas market

    Longreach taps into the LNG market supported by projects in Texas & Oklahoma.

    Ishan Dan | 11th Aug 2022 | More
    Tailwind for private lending is just beginning: Pallas Capital

    Australian CPI numbers were released this week showing a 6.1 per cent increase in consumer prices, the fastest pace in 30 years.

    Ishan Dan | 28th Jul 2022 | More
    BofA fund manager survey suggests markets could bounce

    Chief Strategist Michael Hartnett at Bank of America (BofA) comically titled the July fund manager survey “I’m so bearish I’m bullish”.

    Lachlan Buur-Jensen | 28th Jul 2022 | More
    Long-term performance potential intact for Responsible Investments

    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.

    Ishan Dan | 22nd Jul 2022 | More
    Secular themes continue to surge despite growth selloff

    . 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.

    Drew Meredith | 14th Jul 2022 | More
  • Commodities the only highlight in rough year: Atchison

    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.

    Ishan Dan | 8th Jul 2022 | More
    Global growth downgraded as Ukraine drags

    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.

    Ishan Dan | 30th Jun 2022 | More
    Global asset portfolios to deliver 5% a year: BCA

    New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years.

    Nicki Bourlioufas | 30th Jun 2022 | More
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