Ally Selby published an article in Livewire questioning whether Omicron is actually worthy of investors’ attention? What could it mean for rate rises, inflation, government stimulus, and ultimately, markets? And should investors pivot their portfolios in light of recent developments?
Lucy Dean published an article in Yahoo Finance discussing the impact the new Coronavirus Omicron variant will have on markets. Lucy draws on Roger’s thoughts that there are two important questions – is the variant more deadly? And will the current vaccines still prevent severe illness or death?
Maria Bekiaris published an article in Money Magazine which asks eight experts to reveal what they would like to see in their Christmas stocking this year.
I joined Phil Clark on ABC Nightlife to discuss what the rise in inflation rates in the US mean for Australia. Inflation figures in the US are the highest they have been in 30 years, but in reality when you dissect what is going on with the inflation rate in the US and the rest of the world you realise that the factors that have led to the spike are already turning down.
In this article for Firstlinks I discuss stable compounders, these are businesses offering growth with a defensive element, they tend to be in stable industries, are market leaders and are under appreciated by the market with a strong management team capable of delivering a sensible strategy.
Gary Rollo joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss why you should invest in small caps, the hallmarks of a great small cap business and a few companies for your watchlist.