Executive Series: Could the US election impact Aussie investors?        

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The Week Ahead

18 Oct 24. On the Aussie corporate calendar, the AGM season cranks up this week. On the US economic data docket, manufacturing and housing market surveys are scheduled.

State of the States

29 Jul 24. South Australia has retained the top spot in the State of the States’ economic performance rankings for the third straight quarter. Find out how other states and territories are faring.  

Investor Insights

Eurasia Group, Managing Director & Head of Research, US, Jon Lieber

26 Sep 2024

Eurasia Group Managing Director, Jon Lieber speaks with Tom Piotrowski about the upcoming US Presidential Election. The pair discuss the current status of the race, policy considerations, and implications for the global economy. Additionally, Jon provides insights into proposed taxation reforms, and things to look out for from the perspective of an Australian share market investor. 

Tom Piotrowski and Jon Lieber 17:05

Dividend deluge

10 Sep 2024

Just under $35 billion of dividends have been, or will be, paid to investors between August and October 2024, up 5 per cent on a year ago. Major miners again cut dividends, while financials pay out more to shareholders. 

Munro Partners, Portfolio Manager, Qiao Ma

02 Sep 2024

Munro Partners, Partner & Portfolio Manager, Qiao Ma speaks with Tom Piotrowski about the outlook for leading US tech companies including NVIDIA, Microsoft and Meta, together with opportunities for AI investing beyond big tech.

Tom Piotrowski and Qiao Ma 15:02

Market Insights

 

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