The information in these articles is current as at 07 July 2023
Welcome to our Investment news – July 2023.
This edition covers the following topics:
Investment markets in review – FY2023
Slowdown, what slowdown? In taking an initial glance at the performance for equity markets for the 2023 financial year, one could easily interpret that investors have seemingly shrugged off any recessionary/slowing growth concerns around the world.
Macquarie Group – green with envy
With the recent loss of two key utility stocks on the ASX (Spark Infrastructure in December 2021 & AusNet Services in February 2022), direct Australian equity investors have less choice in gaining exposure to the growing opportunity created by the energy transition thematic.
Artificial Intelligence – lessons from past transformations
The announcement and launch of ChatGPT in November 2022 was a seminal moment. The launch of the Large Language Model (LLM) brought artificial intelligence (AI) into our everyday lives.
Royalty Financing – An Introduction
This quarter we turn our attention to royalty financing, an investment strategy which has the potential to generate attractive, unique and resilient performance over time.