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22 October 2024
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Market highs and lows always have twists and turns but it never gives a big 'all clear' sign when it reaches a bottom. Three important factors provide helpful signposts for knowing when the worst will be over.
It is a tough time to be investing in growth stocks but there may be ways investors can take advantage of lower prices and be well positioned when the market and interest rates return to normality.
A structural theme that will drive future earnings growth is the ‘emerging consumer’. The rising wealth in emerging economies will drive sub-sectors such as luxury goods, cosmetics, travel, global brands and alcohol.
Fear of missing out in a rallying stock market pushes many investors back into shares even when the outlook is poor. Bear markets usually last longer than we have seen so far during the coronavirus.
The key to investment success is identifying the winners from the structural growth tailwinds, regardless of the macro-environment. Here are examples of likely winners and strugglers.
Too many investors focus on macro trends, when what really matters is catching a company in the right part of its S-curve, when its earnings and products are about to take off.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
The complexion of a stock market is ever-changing, with companies coming and going. But what happens to indexes, and the ETFs that use them as benchmarks, when a company is removed because of a merger or acquisition?
Investors remain fixated on stocks exposed to megatrends like AI and digitisation. Another less appreciated asset class offers significant structural growth without the excessive valuations that usually come with it.
Ancient Stoic philosophers had an idea called 'premeditatio malorum', that involves considering some of the worst things that can happen to you as a way of immunising yourself against them. It can be a useful tool for investors too.
It isn't too late for investors to own bonds and take advantage of this early stage of the rate-cutting cycle. What's more, bonds are regaining their ability to be a genuine diversifier within portfolios.
US rate cuts, low starting valuations and an uptick in global capex are just some of the tailwinds behind emerging markets. A value approach can help investors grasp growth opportunities without overstretching.