Whilst the hunt for opportunities is enjoyable, there is nothing like the validation of getting it right – particularly when you’ve taken a different view to the market. In his rapid fire interview with Livewire earlier this month, Dion Hershan shares his hot take on markets, why validation reigns supreme and discusses the stocks and sectors he is liking (as well as those he is underweight).
11 Apr 2024
Whilst the hunt for opportunities is enjoyable, there is nothing like the validation of getting it right – particularly when you’ve taken a different view to the market. In his rapid fire interview with Livewire earlier this month, Dion Hershan shares his hot take on markets, why validation reigns supreme and discusses the stocks and […]
09 Jul 2024
Policy choices & Australia’s growth conundrum
Economists build their forecasts via the inputs to demand. But when population and productivity are moving this fast, a different...
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24 Aug 2021
The Looming Housing Excess
Analysis of Australia’s housing sector from Tim Toohey, Head of Macro and Strategy, suggests excess supply is coming on the...
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