Investor Insights

I joined Jess Maguire on ABC Statewide Drive to discuss why traditional approaches to diversification may no longer offer investors the same protection they once did.

I joined Juliette Saly on Ausbiz to discuss why traditional approaches to diversification may no longer provide the same protection for investors. We explored persistent inflation, growing concentration in equity markets, the risks emerging around AI and hyperscaler spending, and why investors may need to look beyond the traditional 60/40 portfolio towards alternative strategies, including private credit.

In my latest article for The Australian, I explore the growing risks facing global markets as cracks emerge across technology, fixed income and inflation. With artificial intelligence (AI) investment increasingly circular, government debt climbing and inflation remaining stubborn, investors may need to prepare for a more volatile and challenging market environment.

I joined Jess Maguire on ABC Statewide Drive to discuss the Big Mac Index and how it uses the concept of purchasing power parity to assess whether currencies appear overvalued or undervalued.

I joined Juliette Saly on Ausbiz to discuss the next phase of the artificial intelligence (AI) investment cycle and the growing divergence between the companies building AI infrastructure and the hyperscalers funding it.

I joined Jess Maguire on ABC Statewide Drive to discuss how the rise of passive investing is changing the sharemarket, with index funds increasingly pushing money into the biggest companies regardless of valuation. Using SpaceX as an example, we explored how speculative companies can attract enormous valuations during periods of market optimism, and why that may not last forever.

I joined Juliette Saly on Ausbiz to discuss how the rise of passive investing is reshaping markets. With ETFs and index funds now dominating trading, quality-focused active managers are struggling as money flows into the biggest index constituents regardless of valuation or fundamentals.

In my latest article for The Australian, I argue that the S&P 500 is no longer the diversified benchmark many investors believe it to be. With an increasing share of the index now driven by the artificial intelligence (AI) theme, concentration risk is at extreme levels.

I joined Kylie Morris on ABC Newcastle Mornings to discuss the impact of Labor’s changes to negative gearing and capital gains tax (CGT) on the housing market.

I joined Jess Maguire on ABC Statewide Drive to discuss the latest ANZ Roy Morgan Consumer Confidence Survey, which shows confidence is gradually recovering after falling to its lowest level in 53 years, while remaining fragile amid high household debt, rising rents and ongoing cost-of-living pressures.

I joined Juliette Saly on Ausbiz to discuss the ASX debut of FDC Consolidated (ASX), outlining why I believe the construction and fit-out business presents a compelling investment opportunity.

In my latest article for The Australian, I examine how investor attention has been almost completely hijacked by artificial intelligence (AI), leaving gold largely overlooked despite many of the conditions that have historically supported it. In theory, an era of mounting sovereign debt, structural inflation and geopolitical uncertainty should favour gold.