Macro & Policy Drivers
A Case Against Royalties And For A Resource Rent Tax
Royalties tax production. Resource rent taxes tax profits. The distinction may determine how much value Australians receive from their natural resources.
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Further Analysis & Commentary
Fund Managers Reveal Top Stock Picks Amid Market Volatility and AI
Global markets have entered a period of heightened uncertainty. Escalating tensions in the Middle East have triggered sharp swings in…
ASX Stocks in Focus: Positioning for the Next Phase of the Global Economy
In this weeks ASX stocks in focus series: Financial markets are entering a phase where macro forces matter again. For…
Oil Shock Pushes Markets to Bet on Earlier RBA Rate Hike
Expectations for another Reserve Bank of Australia rate increase are rapidly building as the conflict in the Middle East pushes…
Retail Investors Buying the Dip as ASX Sell-Off Sparks ETF Inflows
Periods of market stress often reveal a clear divide between institutional caution and retail opportunism. This week provided another example.…
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