Join Trent Masters as he recaps the collapse of Silicon Valley Bank, Signature bank, and Credit Swisse’s acquisition by UBS but despite the chaos, the markets rallied in March.
Chris Willcocks and Elfreda Jonker discuss Chris’ recent trip to the US and key themes.
Stuart Welch and Elfreda Jonker reflect on the February 2023 earnings season and discuss key themes and stocks.
Trent Masters recaps the key events that affected global market in January 2023 and discusses the implications of AI such as ChatGPT on companies.
Mary Manning and Elfreda Jonker discuss insights from Mary’s recent trip to North America and key takeaways, the current reporting season across global markets and their view for the year ahead.
Jessica Cairns discusses the changes to the Safeguard Mechanism and Australian Carbon Credit Units (ACCUs) that were proposed in January.
Global Portfolio Manager Trent Masters recaps the key events that affected global markets in 2022.
Johan Carlberg and Elfreda Jonker reflect on key events that shaped the Australian market in 2022 and the outlook for 2023.