Energy – The Constant Investor

Head-butted by Tony Abbott, the Israeli ASX and China downgraded

Alan Kohler September 22, 2017 Weekly Overview No Comments

An important, but largely unremarked, aspect of the Australian economy has been the influence of energy policy on monetary policy; but what does it have to do with Tony …

Breaking Glass, RBA, The Fear Trade, China’s Currency, and ETFs

Alan Kohler September 9, 2017 Weekly Overview No Comments

Central banks around the world are debating when, not if, to begin quantitative tightening. The West continues its game of chicken with North Korea. Peter Guy dissects the key …

Transportation, Resources, Artificial Intelligence, Risk and Threat Inflation

Alan Kohler September 2, 2017 Weekly Overview No Comments

This week I’m looking closely at two megatrends: the electrification of transport, which is going to be one of the greatest industrial shifts in world history, and artificial intelligence, …

Crisis? What crisis? CEO Audrey Zibelman shakes up the energy grid

Buffy Gorrilla May 31, 2017 The Spotlight No Comments

Australia's energy system has had a volatile few years, with blackouts in South Australia and government intervention in gas exports. As an investor what should you consider when politics …

RBA May Meeting, and will winter 2017 bring the peak in gas and electricity prices?

Rachel Alembakis May 17, 2017 Broker Research No Comments

Digesting the RBA May meeting minutes means making a meal of the RBA’s evolving view of part-time employment by choice versus underemployment. Meanwhile, to quote Game of Thrones, winter …

What is the greatest risk for investors in 2017?

Alan Kohler April 25, 2017 Funds Research No Comments

In the FUNDamentals, we invite fund managers to write exclusively for The Constant Investor and address our question of the week. We also summarise the latest opinions of leading …

Switching off the lights goes beyond saving money to creating income

James Brandis April 24, 2017 CEO Interviews No Comments

Vivid Technology is a listed microcap (ASX: VIV) which creates smart light systems that not only satisfy corporate social responsibility but improve bottom lines. In addition to turning on …

The 4th industrial revolution, Trump, Iron ore, US dollar

Alan Kohler April 22, 2017 Weekly Overview No Comments

I've had an epiphany! I was going to call it my eureka moment, but I've already done that. My epiphany relates to the Fourth Industrial Revolution - it's not about …

Carbon Capture and Storage faces challenges in Australia

Rachel Alembakis April 21, 2017 Sustainability - With Rachel Alembakis No Comments

Carbon Capture and Storage is “high cost, undemonstrated, and faces key challenges – factors that are holding back widespread use in Australia, according to a report from Credit Suisse.