In this Livewire article, I highlight key factors for investors to watch in 2025. The rise in tech stocks, including the Magnificent Seven, is driven by share price momentum fuelled by disinflation ...
I joined Sean Aylmer on the Fear + Greed podcast to discuss one of the current key themes for markets – artificial intelligence (AI). AI is shaping the world and transforming industries including ...
The Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla), which rose by an average 111 per cent ...
As we know, the current sharemarket rally could pause or retreat on the back of a shift in sentiment in late 2025 or in 2026.
I had the opportunity to join Sean Aylmer on the Fear + Greed podcast to reflect on my predictions for 2024 and discuss what lies ahead in 2025. This year, despite widespread forecasts of a recession, ...
2025: Another bullish year ahead for equities? In this article for Firstlinks I discussed whether 2025 will be another bullish year for equities. Despite warnings of an imminent market correction, the ...
Last night, I joined James Kirby on The Australian podcast, The Money Puzzle, to discuss the crucial role company boards play in managing CEOs, particularly when poor leadership behaviour starts ...
Massive demands on liquidity from the refinancing of about US$70 trillion of global debt taken up when interest rates were zero would leave less liquidity to sustain the rally in shares, bitcoin and ...