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23 February 2025
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Much of the economic commentary on the attack of the Ukraine has focused on oil. Peter Zeihan suggests that much of that discussion has failed to appreciate the pre-war decline of the Russian oil industry.
Among the myriad of numbers that bombard us every day, three prices matter greatly to the world economy. Recent changes in these prices help to understand the potential for a global recovery and interest rates.
At the moment, oil is the only energy source that can satisfy global demand, but low-carbon power is increasing supply and cost effectiveness. Will the oil price hold up while the fuel is gradually replaced?
Anyone considering investing in oil must understand it is a commodity with supply and demand features, and the relationship between spot and futures markets is critical to how an oil ETF is managed.
The oil market is as much about geopolitics as it is demand and supply, with regimes controlling much of the global production. Are negative oil prices part of a bigger plan by someone?
Long-term oil price projections and currency appreciation make the current valuations of many Australian companies look overly optimistic. Extra supply can be turned on quickly when prices start to rise.
US shale oil producers and the combined alliance of OPEC and Russia need one another to maintain the 'sweet spot' in oil sector dynamics and profitability into the future.
The so-called oil supply problem is the result of oil-producing countries deciding what to produce, but the market has relatively little spare capacity. There's a short-term power play underway by the lower-cost producers.
There's been much media attention on the negative aspects of oil price falls, but some of the benefits are doing more for the economy than the government stimulus package during the GFC.
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.