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Daily Reports

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The Week Ahead

22 Nov 24. In Australia, the monthly consumer price index (CPI) indicator is scheduled on Wednesday. CBA Group economists expect the headline CPI to decline 0.4% in October, with the year-ended rate remaining stable. 

State of the States

28 Oct 24. For the first time since July 2014, Western Australia has claimed the top spot as the country’s best-performing economy. Find out how other states and territories are faring.  

Investor Insights

Perseus Mining (PRU) CEO, Jeff Quartermaine

31 Oct 2024

Perseus Mining (PRU) CEO & Managing Director, Jeff Quartermaine, speaks with Tom Piotrowski about the factors driving the gold price higher and the company’s operational highlights. The pair also discuss Perseus’ growth strategy and managing sovereign risk in Africa.  

Tom Piotrowski and Jeff Quartermaine 11:52

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

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