Signal or Noise: Three commodities (and five stocks) navigating the geopolitical risks of 2023
Signal or Noise conducts a deep dive into the global commodities market and the structural factors affecting it.
Record revenue for this dual-listed coal digger but can the good times roll on?
This ASX and Hong Kong-listed miner rides high on a record thermal coal price but key questions remain around its sustainability
Plenty of upside ahead for Woodside, even after a record result
The first earnings result since the BHP Petroleum merger was (understandably) messy and bolstered by high gas prices, but still impressive.
ASX Utility stocks: Broker views and James Gerrish’s top pick
Though often mired in controversy surrounding "dirty" energy assets, power infrastructure companies operate critical assets
Food and fuel: This company benefits from higher prices for both
The biggest tech companies in the US have grabbed all the headlines this reporting season. Disappointing quarterly results from Amazon and Meta have seen their stock...
Ukraine eight months on: Investing opportunities as the war rolls on
Nearly eight months ago, the world watched in horror as Russian forces invaded Ukraine. We gravely overestimated Putin’s interest in diplomatic relations (or...
What's going on with Gold?
This year has dreamt up everything a gold bull could want. War in Ukraine has set volatility alight. Investors have flown to safety, as stock and bond markets have...
The sectors (and a stock) that passed Perpetual’s quality filter
Perpetual’s Vince Pezzullo sincerely hopes financial markets aren't heading for a repeat of the 1970s - or the 1990s - as he explained in the latest episode of...
Is China the sugar daddy our miners no longer need?
Australia’s been known as the “lucky country” ever since Donald Horne penned a book by the same name back in 1964. According to Horne, Australia would’ve been a...
The sectors and stocks that can withstand supply chain shocks
The numbers are quite staggering. In Australia, two out of every three businesses have been knocked by supply chain chaos, according to a survey conducted by the...
A renaissance for agriculture
After a lost decade post-financial crisis, the agricultural sector is having a renaissance. The prices of soft commodities like corn and wheat increased by more than...
Embrace credit asset "idiosyncracies" as volatility sets in, says KKR
The war in Ukraine has rocked global energy markets and also affected the so-called “soft commodities” of the agriculture sector – in addition to the conflict’s...
1-20 of 38