Lithium and rare earths tipped for 2023 gains; share markets sink in 2022
2022 saw the worst annual performance on the S&P/ASX 200 since 2018.
Investing
US markets close out worst year since 2008
The Dow fell 9% in 2022, while the S&P 500 fell 20% and the tech-heavy NASDAQ 34%.
Energy stocks outshone peers in 2022 on US markets
During the stock market’s worst year since 2008, energy stocks have greatly outperformed other assets.
Earnings and dividends – do companies have the capacity?
Economic conditions remain challenging for stocks as slower growth and tighter monetary conditions pressure valuations.
Coming up on the markets
Markets turn quiet in the approach to holidays.
BHP offers to buy Oz Minerals for $9.6 billion
The world’s biggest mining company by market cap wants to boost its exposure to raw materials used in electric vehicles and clean energy production.
Australian mining stocks to watch as China awakens
Australian miners are uniquely positioned to benefit from recovering demand for steel in China.
Navigating uncertainty, volatility, and fragility in 2023
Out of uncertainty, volatility, and fragility will emerge opportunity.
The agricultural circular loop of decarbonisation
The relationship between agriculture and climate change is multifaceted.
Navigating an expected downturn in earnings
We expect the risk focus will shift as earnings downgrades gather pace.