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18 September 2024
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Turnarounds are not easy. As Warren Buffett said: "When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is usually the reputation of the business that remains intact."
Successes and failures have been spread evenly across the current IPO cycle, so what should investors look for? There are special situations in new floats which improve the chances of finding a winner.
Too many variables affect the market and economies, and most are unforeseeable or overly complex to understand. Instead of wasting time on such macro issues, it's better to focus on your investment edge.
Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.
APRA has released a plan to phase out bank hybrid securities and replace them with capital it regards as cheaper and safer. The transition will impact hybrid markets, funding spreads, and investor strategies.
Asset pricing remains buoyant and equity markets continue to chase financial assets over real ones. As the gap between ‘growth’ stocks and the rest widens further, investors need to decide which side to jump.
Sydney continues to have the most expensive median dwelling value, but the gap between it and the likes of Brisbane and Perth has narrowed. Melbourne's housing values are now the sixth lowest across the eight capital cities.
Earnings season displayed green shoots in consumer spending, signs of China's economic malaise, and higher interest rates having a very different impact across companies. Here are the winners and losers.
News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.
Artificial intelligence is taking the world by storm and the investment industry is still coming to terms with its immense capabilities. Here is how one fund manager is using AI to stay ahead of its competitors.