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Markets have started this year well yet there are still several exciting long-term themes that are underappreciated by global investors. They include alternative assets, luxury goods, AI, and mission-critical financial firms.
The conventional academic view is that markets are efficient as they price in all available information effectively. Yet history shows the market can be wildly wrong on stocks, as may be the case with AI and China today.
Everyone including investors needs to evolve to get better. Here are five steps to improve your investment toolkit, including thinking probabilistically, running your own race, and measuring yourself objectively.
Many investors have written off the tech sector after last year's bloodbath. But tech is entering a new phase of growth and dominance, fuelled by innovation and AI, and there are compelling ways to play this theme.
The market’s myopia of 2022 has depressed valuation multiples on cyclically depressed earnings. The result is that many of the world’s most advantaged businesses can be acquired today at prices that are far below intrinsic value.
Spotify shares have fallen around two-thirds from their peak in 2021. Here are four key reasons why Spotify can materially increase its earning power in future years, making the stock significantly undervalued at present.
On every valuation metric, the US appears significantly more expensive than Australia. However, American companies are also much more profitable than ours, which means the ASX may be more overvalued than most think.
Government spending is out of control and there's little sign that Labor will curb it. We need enforceable rules on spending and an empowered budget office to ensure governments act responsibly with taxpayers money.
The idea of stopping work during your sixties is a man-made concept from another age. In a world where many jobs are knowledge based and can be done from anywhere, it may no longer make much sense at all.
The tech giants are in a money-throwing contest to secure AI supremacy and may fall short of high investor expectations. The companies supplying this arms race could offer a more attractive way to play AI adoption.
Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.
ESG investing has fallen out of favour with many investors, and Trump's anti-green policies haven't helped. Yet, renewables investment is still surging, which could prove a boon for infrastructure companies.
From buying the whole market to controlling emotions, John Bogle’s legendary advice reminds investors that patience, discipline, and low costs are the keys to investment success in any market environment.