Sector

14 June 2016

Oil Slips off an 11-Month High

Oil prices reached their highest level in eleven months in the middle of last week.  The front-month futures contract did not post a key reversal on June 9, but the continuation contract did.  Since reaching almost $51.70, prices have pushed...

8 June 2016

Nearly Double the Price, but Only Halfway Back

With today's gains, the price of Brent has nearly doubled from its lows in January.  Of course, the price of oil is still less than half of levels that prevailed two years ago.  At the same time, many leveraged investors...

7 June 2016

How could Fossil Fuel Divestment be Bad?

The global divestment movement is gaining steam. This involves investors like city councils, pension funds and universities publicly withdrawing their assets from coal, oil and gas companies – those that produce fossil fuels. The global divestment movement is gaining steam. This involves investors like city councils, pension funds and universities publicly withdrawing...

6 June 2016

OPEC: Higher Prices, but not Higher Hopes

Just a couple months ago, some were declaring the old oil order dead after the Organization of the Petroleum Exporting Countries (OPEC) failed to agree on coordinated action at its April meeting in Doha. Just a couple months ago, some were declaring the...

1 June 2016

OPEC Meeting: I’ve Got Expectations in Low Places

OPEC ministers meet in Vienna tomorrow. Expectations could hardly be lower.  Attempts to agree on an output freeze were stymied by the Saudi's insistence that is rival Iran participates as well.  Iran cannot agree to limit its production yet, or...

27 May 2016

A Lesson on Competition in Aged Care Services

More competition in the delivery of human services, as recommended by the Harper Inquiry, is likely to increase the variety of services available, reduce the price of services and may encourage innovation. However, when it comes to aged care sector, competition...

26 May 2016

China’s Great Firewall

For the first time this year, the United States Trade Representative’s (USTR) ‘National Trade Estimate Report’ took note of China’s Great Firewall. Granted, it was with this tame statement: ‘China’s filtering of cross-border Internet traffic has posed a significant burden...

26 May 2016

Oil, Lithium, and the Global Energy Situation

The energy sector was certainly a bargain in January, but no one really knows where oil will be around Christmas. While we may have already seen the bottom, stock prices are not the bargain they were.  There are other plays....

24 May 2016

Turning to Businesses to Close the Pay Gap

In recent months, debates about global economic inequality have reached boiling point. In Britain, voters will soon decide whether to exit the European Union against the backdrop of a growing Brexit movement fuelled by perceptions of an unfair European trading...

19 May 2016

The ‘Glass Half Full’ Part of New Overtime Rules

The Obama Administration issued new rules this week that will allow millions more Americans to qualify for overtime pay.  The Labor Department regulation, which will take effect in December, will double the annual threshold that helps determine who qualifies for overtime when...

18 May 2016

When is a Millennial not a Millennial?

Reading the headlines on Gen Y, Gen X and millennials it’s clear many people believe distinct generational categories exist, that there are very real differences between them, Reading the headlines on Gen Y, Gen X and millennials it’s clear many people believe distinct generational categories exist, that there are very...

17 May 2016

Take Me to Your (Intelligent) Leader

The world today is characterised by increasing variety, interdependency and connectivity, complexity, change, ambiguity, seamlessness and sustainability. There’s no doubt that more intelligent leaders are needed to deal with these emerging challenges and demands. However, the world is relentlessly fast...

12 May 2016

Don’t Cry Over Spilt Milk, it’s Cheaper

A structural change is underway in global dairy markets. A perfect storm has emerged through a coincidence of events, technology and policy changes across the major dairy producing nations, including Australia, which will result in a long-term significant reset of...