by Andrew Baber | Feb 7, 2023 | Hatchings
Hatchings FEBRUARY 2023 – ISSUE 12 The Energy Market The Unintended Consequences of Government Intervention How should investors assessmarket intervention by governments? It’s a perennial challenge as governments strive for a balance between the growth and...
by Andrew Baber | Jan 10, 2023 | Hatchings
Hatchings JANUARY 2023 – ISSUE 11 2023 What to Predict? AUTHORS: Hugh Donaldson and Jared Grylls “Prediction is very difficult, especially if it is about the future“ Niels Bohr – Danish Nobel Laureate in Physics and father of the atomic model. “There are two...
by Andrew Baber | Nov 5, 2022 | Hatchings
Hatchings NOVEMBER 2022 – ISSUE 10 Will Santa smile on Australian retailers this Christmas? What’s the outlook for retail stocks? It’s a delicately balanced question. On the one hand, consumers look to be in rude health – employment is at record highs and...
by Andrew Baber | Sep 13, 2022 | Hatchings
Hatchings SEPTEMBER 2022 – ISSUE 8 The August 2022 Reporting Season Watch for outlook comments at AGM’s All eyes are on AGM season after company reporting season showed that rising interest rates and higher fuel and food prices are impacting the outlook for...
by Andrew Baber | Aug 28, 2022 | Hatchings
Hatchings August 2022 – ISSUE 7 Why ‘factors’ are factored into qualitative investments. Peter BrookeGareth Hurst In quantitative equity investing there is always talk about factors, but what is a factor, how are they defined, and does the Australian equity...
by Andrew Baber | Jul 1, 2022 | Hatchings
Hatchings JULY 2022 – ISSUE 6 Our thoughts on the energy transition Stephen ButelKristen Le Mesurier In an attempt to prevent blackouts and astronomic wholesale power prices across the east coast of Australia, the energy market regulator took an incredible step...
