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22 February 2025
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Globally, nuclear power is gathering momentum as a differentiated power source in the energy transition to zero carbon emissions. Yet in Australia, a nuclear ban remains, making us an outlier among our Western Allies.
The received wisdom that investors should “take a long-term view” is as well-worn as it is simplistic. Because while the long run matters, when it comes transition materials, there’s also a strong case for a bit of constructive myopia.
Investors remain fixated on stocks exposed to megatrends like AI and digitisation. Another less appreciated asset class offers significant structural growth without the excessive valuations that usually come with it.
Members of First Sentier Investors’ Global Listed Infrastructure team hit the road to see what’s happening in key industries across the United States. What they found has big implications for utilities.
Slowing demand and profit warnings from the EV manufacturers has seen analysts revise down their EV penetration forecasts. What's behind the slowdown, and are the issues a blip or something more serious?
The US has become the world's new energy superpower, combining production, technology and capital in a way never previously achieved – a development sure to have global implications for decades to come.
Inflation is yesterday's issue and markets have started to reflect that. ASX prospects look positive with consumption growth, tax cuts, infrastructure investment, and a Chinese recovery to flow through to corporate earnings.
Every economic cycle has its distinct characteristics where different sectors take up leadership. US tech has led markets higher since 2014, yet that looks stretched now, and other sectors like energy are set to outperform.
Decarbonisation will be a driving theme for markets for decades to come, and estimates of its costs are still far too low. It will benefit mining companies as demand will be structurally higher going forwards.
A reader asked for ideas on investing in the energy transition, which this article argues is the defining investment thematic of our lives. However, it warns to look for companies not only participating but winning.
The biggest crisis facing the world economy is a lack of cheap energy to drive economic prosperity and growth. The only realistic solution is nuclear energy, which underpins our 8% shareholding in Energy Resources of Australia.
History will show Europe was ill-advised to rely on Russian fossil fuels, and the energy crisis has delivered stark choices on climate change, government finances, inequality, inflation, politics and social cohesion.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.