Investor Insights

In this week’s interview with Paul Turton on ABC Newcastle radio, we discussed the disconnect between the share market and the broader economy, noting reasonable retailer profits despite rising living costs and declining discretionary spending. We covered the interest rates and the prevalence of variable home loans in Australia.

In last week’s interview with Jess McGuire on ABC’s NSW Drive, I discussed the current developments affecting our economic outlook. We delved into the recent rise in the inflation rate from 3.

In my recent interview with Ausbiz, I discussed the significant impact of rising inflation on renters and mortgage owners, leading to reduced discretionary spending. I provided insights into the macro landscape, noting inflation has risen to 4% and the employee living cost index is at 6. 5%.

I had the pleasure of joining Chris Batchelor to present a webinar hosted by Stockopedia as part of their Investing Mastermind series. We delved into unlocking the secrets of stock selection and identifying high-quality stocks.

In this week’s interview with Paul Turton on ABC Newcastle radio, we discussed several key financial trends and their global impacts. We covered the significant growth of the S&P 500 over the last four years, driven largely by technology stocks and the artificial intelligence revolution.

I joined Adam Keily on the ‘Equity Mates’ podcast to discuss eight small-cap stocks, share my insights on their performance and answer whether I would buy or sell them. In this episode, we delve into the factors influencing each company providing an analysis of their current and future potential.

In my latest ABC Nightlife interview, I had the pleasure of joining Dom Knight to delve into the current market landscape and address some of your pressing questions. We explored how Generation Z’s connection through social media have not only transformed their social interactions but also disrupted numerous industries.

In my latest ABC Nightlife interview, I had the pleasure of joining Dom Knight to delve into the current market landscape and address some of your pressing questions. We explored how Generation Z’s connection through social media have not only transformed their social interactions but also disrupted numerous industries.

In my interview this morning with Ausbiz, I discussed the current market environment and my optimism for equities, amid disinflation and modest economic growth. While 2023 saw major gains concentrated in seven large innovators, smaller companies lagged. With interest rates stabilising, now is an opportune time for smaller, innovative companies, I expect this trend to continue until 2026.

In my interview this morning with Ausbiz, I discussed the current market environment and my optimism for equities, amid disinflation and modest economic growth. While 2023 saw major gains concentrated in seven large innovators, smaller companies lagged. With interest rates stabilising, now is an opportune time for smaller, innovative companies, I expect this trend to continue until 2026.

In this week’s interview with Paul Turton on ABC Newcastle radio, we delve into the evolving role of CEOs in the corporate landscape, particularly in small caps. We also discuss the scenarios when CEO’s exit a company effective immediately following certain incidents and the impact these decisions have on the organisation.

In this week’s interview with Paul Turton on ABC Newcastle radio, we delve into the evolving role of CEOs in the corporate landscape, particularly in small caps. We also discuss the scenarios when CEO’s exit a company effective immediately following certain incidents and the impact these decisions have on the organisation.