STOCK WATCH

An overview of manganese
22 May 2024 - We estimate the total world manganese ore production to be approximately 60 million tonnes, or 20 million tonnes in manganese equivalent, accounting for differences in ore grades. Manganese ore specifications typically range from 30% to 44%. Grades lower than this specification would require additional treatment to concentrate the ore further to meet the midstream Silicon Manganese producers' specification requirements.

The next move in the RBA cash rate likely remains down later this year
21 May 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the cash rate.

Trip Insights: Asia
21 May 2024 - This was our first trip post COVID to Asia and was a particularly unique trip given the events between visits. Click here to visit the 4D Infrastructure website. https://www.4dinfra.com/

Investment Perspectives: Important charts for data centre investors right now
21 May 2024 - The lure of gaining exposure to the mega-themed Artificial Intelligence (AI) boom via the stability of real estate has attracted operators and investors alike. Click here to visit the Quay Global Investors website. https://www.quaygi.com/

Winston's Weekly: Inflation, RBA and budget
17 May 2024 - Winston Sammut, the Director Property of Euree Asset Management, gives his weekly take on the REITs sector.

Analysis of Aristocrat Leisure, Commonwealth Bank of Australia, QBE Insurance
15 May 2024 - Fund Manager Chris Pedersen discusses Aristocrat Leisure, Commonwealth Bank of Australia and QBE Insurance Group.

The 2024-25 Budget - another surplus, but bigger medium-term deficits with more big spending
15 May 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the 2024-25 Budget.

Shares up, Is China in a new bull mkt?, RBA less hawkish, BoE near cut, Sweden cuts, Budget preview
11 May 2024 - Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses developments in investment markets over the past week, economic activity trackers, major global economic events and Australian economic events.

Analysis of NAB, Westpac, Lyft
08 May 2024 - Fund Manager Chris Pedersen discusses National Australia Bank, Westpac Banking Corporation and Lyft.

The property sector, valuations and interest rates
08 May 2024 - Chris Gosselin, CEO of Australian Fund Monitors, speaks to Winston Sammut, Director Property, Euree Asset Management in the wake of the RBA meeting.