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This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the ...

On ABC Statewide Drive, I discussed why geopolitical shocks have historically caused short-term market volatility rather than lasting weakness, with many conflicts followed by relatively swift recoveries and resilient equity returns. I also noted ...

I know everyone is focused on Iran and oil at the moment, but when the conflict eventually ends, investors will cheerand return to the themes that previously dominated markets. And that theme is artificial intelligence (AI). At Montgomery, we have .. ...

I joined Andrew Geoghegan on Ausbiz to discuss why geopolitical shocks often coincide with resilient equity markets. History shows that while wars and major conflicts can trigger sharp initial sell-offs, markets have often recovered quickly and, in . ...

Pivots galore Few global macroeconomists have carried as much recent optimism as Ed Yardeni, who, as president of Yardeni Research, has spent the better part of this decade championing a 'Roaring 2020s' thesis - a nod to the roaring 1920s, on the ...

While the Middle East commands headlines, investors have largely forgotten the factors determining their returns prior to the outbreak of hostilities. But when the conflict ends, investors will return to considering those factors, including ...

The question on the back of every analyst's mind is when will the war end. Sure they're promoting their key picks and hosting company briefings but there's a cloud hanging over them and which they're unable to escape. For those analysts confronting . ...

While Israel pursues a high-stakes military campaign and President Trump plays 'Deal or No Deal" with an Iranian regime that might not even have a leader in charge, investors are doing the only sensible thing left: Hiding. With the Islamic ...

As Agentic artificial intelligence (AI)'s threat to jobs spreads ever wider, the concept of Universal Basic Income (UBI) is shifting from theory to, frighteningly, a central pillar of Silicon Valley's vision for our future. Love him or hate him now, ...

I know everyone, at the moment, is focused on the Middle East, oil prices and inflation, and some are also considering the second and third-order effects on, for example, plastic and food supply chains. But while investors are distracted by ...