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Why is the price of everything exploding in value?
I recently caught up with the team at Bloomberg Radio to talk about a range of in-depth business and investment themes impacting the market. I was…
Peter Esho
May 20
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Why is the price of everything exploding in value?
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What happens next to the Australian real estate market?
In my prediction last month for Wealthi, I wrote “we are moving into a real estate market where people will shift from the fear of missing out to the…
Peter Esho
May 9
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What happens next to the Australian real estate market?
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How much higher can oil prices go?
Oil prices are rising to levels we haven’t seen in a long time. In this note, I don’t intend to discuss the ongoing threats between the West and Russia…
Peter Esho
Mar 8
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How much higher can oil prices go?
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How to manage your investments in 2022
Listen now (31 min) | We're back and what a year its shaping up to be. I sat down with Dom this week to talk about property and investing generally in…
Peter Esho
Feb 2
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How to manage your investments in 2022
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Investment outlook for 2022 - Part 5 (Disruption)
Its not dumb to make a risky investment. It’s only dumb when you put a large amount of $ or % of your portfolio into it. If I was to summarise…
Peter Esho
Dec 12, 2021
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Investment outlook for 2022 - Part 5 (Disruption)
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Impact of Omicron Variant on Investment Markets
Listen now (8 min) | I recently spoke to Ausbiz TV about the uncertainty in global markets stemming from the Omicron variant. The next few days will be…
Peter Esho
Nov 29, 2021
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Impact of Omicron Variant on Investment Markets
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Impact of Omicron variant on investment markets
There’s a lot of uncertainty in markets at the moment surrounding the Omicron variant. The next few days will be vital. One thing I watch closely is…
Peter Esho
Nov 26, 2021
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Impact of Omicron variant on investment markets
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Investment outlook for 2022 - Part 4 (Commodities)
Mining companies are swimming in excess profit and cashflow. They tend to prefer reinvesting for growth, seeking to increase their production capacity.
Peter Esho
Nov 25, 2021
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Investment outlook for 2022 - Part 4 (Commodities)
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Investment outlook for 2022 - Part 3 (Food)
In 2000, arable land per capita was 2,500 square metres – about half the size of a football field. Since then it has fallen to 2,100 square metres and…
Peter Esho
Nov 7, 2021
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Investment outlook for 2022 - Part 3 (Food)
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Will the Australian Property Market Crash in 2022?
Listen now (27 min) | One of the things I'm watching closely is interest rates. Once they start moving, there will be a sense of caution in the property…
Peter Esho
Nov 3, 2021
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Will the Australian Property Market Crash in 2022?
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Investment outlook for 2022 - Part 2 (Climate)
The Glasgow Climate Summit is set to commence tomorrow. We're likely to see carbon policies moving from voluntary to mandatory in 2022 across developed…
Peter Esho
Oct 31, 2021
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Investment outlook for 2022 - Part 2 (Climate)
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Investment outlook for 2022 - Part 1
Each year I like to sit down and put together some thoughts and ideas about the outlook for investments. It’s not really a prediction, I’ve learnt that…
Peter Esho
Oct 24, 2021
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Investment outlook for 2022 - Part 1
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