I joined Paul Turton on ABC Newcastle Mornings to discuss the recent volatility in global markets, driven by U.S. tariffs, political uncertainty and rapid developments in artificial intelligence (AI).
Business is like a piano accordion. Sectors and individual companies expand and grow, then contract, necessarily becoming ...
According to Howell, global liquidity operates on a 5-6-year cycle, and the firm’s Global Liquidity Index (GLI) indicates ...
How do you produce a ball of wool? Pull on the thread of a woollen jumper! What was once a fine, handmade piece of clothing ...
Investors around the world are desperately trying to discern the future, and in particular, the impact of artificial ...
This week on ABC Statewide Drive, I spoke about how artificial intelligence (AI) is reshaping sharemarkets, prompting investors to reassess which business models are likely to benefit and which may ...
I joined Juliette Saly on Ausbiz to discuss how AI-generated content is becoming so hyper realistic that it is increasingly difficult to distinguish from reality. For investors, this pace of ...
It’s a shot across the bow. In recent weeks, short, sharp sell-offs across the largest global artificial intelligence (AI) ...
The first is that if many, and maybe most, of us are using AI already – and some very effectively – with existing infrastructure, how… Continue reading → ...
Another week, another artificial intelligence (AI) powered disruption. This time, two big announcements from China that may threaten the valuations of the big U.S. hardware-centric tech giants. … Cont ...
For years, the financial markets operated under a “lower for longer” mantra that pushed investors further and further out on the risk curve. Starting with bonds, then equities, as a tidal wave of ...
In my first video insight for 2026, I explained that the era of easy investing is over. With valuations elevated, markets ...