AI - where from here?

The attached article – ChatGPT from Betashares – provides an insight into the rapid changes that are occurring with AI and the related risks. In the view of Satya Nadella, the CEO of Microsoft, Artificial Intelligence AI will have a greater impact upon our lives than the Internet!

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Is Cash still King?

Following the Optus debacle, the move to a cashless society may be looked at more carefully.
Cash may no longer be king, but it is still necessary.

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Can the commodities market give us an indication on policy and growth?

Meanwhile, amidst the political and financial market volatility, one subject of interest is the role of commodities.

Reprinted with permission.

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Where to now in global equity markets? 

I include an interesting article about the five forces which are defining the global equity cycle by Scott Berg, from T Rowe Price Insight. Reprinted with permission. 

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View from 'down under'

The pause in the Reserve Bank of Australia’s (RBA’s) rate-hiking cycle was short-lived.
Having interrupted a string of 10 consecutive hikes at its April meeting to “assess the state of the economy and the outlook,” the RBA has just raised its cash rate by 25 basis points this week. The rate is now 4.10%, an 11-year high.

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Courage, We have been here before

This commentary from Capital Group is a reminder that we have been here before.

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What China’s opening means for markets

This commentary from VanEck about China's potential effect on investments in 2023

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Can we expect share markets to level out?

Can we expect share markets to level out?

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Investments

This commentary from Tom Dyson, investment director at Bonner Private Research, confirms the Fed’s aggressive approach but asks the question: ‘Could Jerome Powell be bluffing’.

Excerpt preprinted with permission of Bonner Private Research

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Why money is jumping ship to responsible and ethical investments

The Responsible Investment Benchmark Report Australia 2021 shows money is jumping ship to responsible and ethical investments.

The Australian responsible investment market continued to soar in popularity to $1.2 trillion in 2020, with responsible investment assets growing at 15 times the rate that overall Australian professionally managed investments have grown.

The report by Responsible Investment Association Australasia (RIAA) details industry data on the Australian responsible investment market over 12 months to 31 December 2020 and compares these results with the broader Australian financial market.

Reprinted with permission of RIAA - Responsible Investment Association Australasia

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