Investor Insights

This week, I had the pleasure of joining Phil Clarke on ABC Nightlife to reflect on the surprising performance of the share market in 2024 and to discuss my outlook for 2025. At the start of the year, many investors and advisers anticipated modest returns following a strong 2023.

In my recent interview on ABC Statewide Drive with Jess McGuire, I shared insights on the outlook for the stock market in 2025. We discussed how focusing on the combination of disinflation and positive economic growth can be key drivers of success, rather than getting caught up in the noise from the broader financial commentary.

Yesterday, I appeared on ausbiz to share my thoughts on the current bull market, including the potential for a correction in January or a broader pullback next year. We discussed how disinflation and economic growth have historically supported innovative companies with pricing power.

Yesterday, I joined Ausbiz to share my thoughts on the outlook for Australian equities heading into 2025. We discussed how the current environment of economic growth and disinflation supports markets, but also the risks posed by rising valuations and global debt levels, which now sit at $312 trillion.

Earlier this week, I joined Phil Clark on ABC Nightlife to discuss the latest in finance. We explored the rise of Bitcoin and crypto ETFs, including their increased accessibility and the potential implications of President-elect Donald Trump’s vision for the U. S. as a leading repository for Bitcoin.

Yesterday afternoon, I joined Jess McGuire on ABC Statewide Drive for the Money Matters segment, where we discussed the critical role of company boards during times of crisis. We explored how comnpany boards should approach challenging situations.

Last night, I joined James Kirby on the Australian podcast, The Money Puzzle, to discuss the impact of wayward CEOs on shareholder value. We explored how certain CEOs, can inadvertently taint their company’s image, sometimes costing investors in terms of public trust and financial returns.

In this morning’s Ausbiz episode, I discussed how generative artificial intelligence (AI) might ultimately benefit consumers more than shareholders. We explored the distinct roles within the AI landscape: “upstream” companies like Nvidia (NASDAQ:NVDA) and Intel (NASDAQ:INTC) provide essential infrastructure, while “downstream” firms like Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) apply the technology but face slowing profit growth.

This week, I had a great conversation with Sean Aylmer on the Fear and Greed podcast, where we discussed the current artificial intelligence (AI) boom.

In yesterday’s interview with Ausbiz, we discussed the rising importance of private credit as a key asset class, with projections indicating it could double by 2028 to nearly $2. 8 trillion. I explained that traditional 60/40 portfolios are becoming less effective due to the increased correlation between bonds and equities.

Last night on ABC Nightlife, I joined Philip Clark to discuss the challenges of predicting market turning points. We also explored the concerning state of China’s economy, where plummeting property prices and Xi Jinping’s attempts to shift towards a consumption-driven model akin to those of Australia, the U. S.

In last week’s interview with Ausbiz, we discussed the recent accusations against Coles (ASX:COL) and Woolworths (ASX:WOW) for misleading shoppers about discounts. We explored how the new leadership at both companies, with female CEO’s, might bring a more nuanced and sensitive approach to crisis management.