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Tuesday, 19 January 2021
Recently trending 24 hot stocks and funds for 2021The hazards of asset allocation in a late-stage major bubble10 key themes for 2021Seven steps to easier management of your estateFive reasons Australian small companies are compelling investments
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Numerous studies point to travel by plane as one of the most emissions-intensive modes of travel. Given this is unlikely to change anytime soon, what is the best way to fly guilt-free?
bolsters its global leadership team.
rebrands to First Sentier Investors.
The essential service nature and large environmental footprints of infrastructure assets make sustainability considerations a vital part of doing business.
Macquarie University, as part of its Lighthouse Lecture Series, recently hosted a discussion by world renowned labour economist, Professor Richard Freeman from Harvard University on “Employment and Income in the Age of Robots”.
The past decade has witnessed the birth of a new asset class: Global Listed Infrastructure Securities (GLIS). GLIS is now widely acknowledged as a standalone asset class by asset consultants, investors and the funds management industry.
Collectibles are everywhere, from old cars, to sneakers, to wine, to cards and anything old and prized. But even if a collectible once attracted thousands of followers, what happens when the fans lose interest?
Let compounding do its work. It starts slowly. This is why many of those who start an investment programme (or fitness programme, dietary change, sport, or business) give up in the early stages.
The Australian market overall finished flat for calendar 2020, but the pandemic delivered big wins and losses. The companies, sectors and companies you invested in delivered vastly different results.
For investors who have the scale, long-term investment horizon and lack of liquidity requirements, it makes sense to implement an asset allocation that can take advantage of a lack of constraints.
At the start of the 20th century, a 'Gilded Age' for plutocrats created vast fortunes and economic inequality surged. COVID is having the same impact now, but portfolios can be adapted to respond to the opportunities.
The Grantham article everyone is quoting, in full. "The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble ... this could very well be the most important event of your investing lives."
Growth was the place to be through the pandemic while value managers couldn't catch a break. It's the long run that matters but 2020 delivered pleasure or pain for many managers.