Blogs, Articles & Updates

CSL has long been a dream shareholding. For decades the price only seemed to go from bottom left, to top right. I started in the investment world in 2005 and CSL wasn’t near $20. It was an amazing run. Then it went wrong. What specifically went wrong though? Unfortunately that isn’t a simple answer, it rarely is. First, there was COVID-19. While many pharma companies benefited CSL had issues. Blood plasma collection requires people to be able to move freely and lockdowns proh

Much is being made of the investment in Artificial Intelligence (AI). In fact, global spending on artificial intelligence is projected to reach US$2.52 trillion in 2026, according to a forecast by Gartner . This represents a 44% increase from 2025, reflecting a significant growth trajectory in AI investments.  This expenditure should underpin the ‘tech bubble’ for a little longer but the Capex cycle for the ‘old economy’ has been depressed.   Analysts have consistently foreca

20 January 2026 This week we could talk endlessly about Trump, Greenland and the race for resources, but we’re not. Let’s talk about China, a change in fortunes for Travel Companies and Property price forecasts.    Fresh data released on January 19 th (our time) highlighted a widening gap between headline GDP growth and underlying economic momentum, with demographics, deflation and investment weakness weighing on the outlook. Here is a quick summary:   Births fell to a recor