4 October 2024

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Home / Author: Kate Howitt

Kate Howitt

Investors face their own Breaking Bad moment

Savers are making small decision after small decision that leads them away from investing and closer to outright speculating. Time will tell if this ends in a bloody climax or we all live happily ever after.

Kate Howitt
27 January 2021
6

Beware of burning down the barn to bury the debt

At some point, policymakers will turn to the task of deleveraging, to work off massive debt burdens built up during the pandemic. Australia is already ticking the boxes on many policies used in the past.

Kate Howitt
24 November 2020

The three main factors when the next storm hits

Markets always come back to fundamentals, valuations and liquidity, even when faced with a global pandemic. The key question is whether liquidity can hold up the market as the economic storm hits.

Kate Howitt
17 June 2020
2

Failed IPOs show power of active vigilantes

Equity market vigilanties, particularly resisting poor Initial Public Offerings (IPOs), are showing the benefits of active managers not simply buying everything put in front of them.

Kate Howitt
20 November 2019
1

3 key risks: banks are too big to behave badly

Australia's major banks face many challenges but they are strong and remarkably adaptive and resilient. They have also finally accepted they are too big to behave badly.

Kate Howitt
17 April 2019
1

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Investing

Where to find good investment writing and advice

Investors are exposed to so much information that it’s often hard to filter the good from the bad. This looks at how to tell the difference between the two and the best sources of investment writing and advice.

James Gruber
2 October 2024
11

Investment strategies

Are demographics destiny for the stock market?

Demographics influence economies and stock markets, but other factors like technology and policy can overshadow their impact. Diversifying across income-producing assets can help mitigate demographic-driven challenges and build wealth.

Nick Maggiulli
2 October 2024
1

Are we reaching the end of Transurban's gravy train?

You can only push monopoly power so far before it triggers a backlash. Transurban might have finally pushed too far, raising big questions for investors.

Ashley Owen
2 October 2024
7

The dawn of wicked asset classes

Collectables and other non-traditional assets often rally late in the cycle. But you should only buy them with a clear purpose and with money you can afford to lose.

Niels C. Jensen
2 October 2024
1

Property

This property valuation metric needs a rethink

Capitalisation rates, commonly known as ‘cap rates’, are a fundamental metric in Australian property investing. However, this seemingly simple and ubiquitous measure can be far more complex to use when comparing different types of properties.

Stuart Cartledge
2 October 2024
1

Superannuation

Improving access to account-based pensions

Research suggests that 50,000 Australians who are retiring over the next year may not be able to access an account-based pension because they do not meet minimum application requirements of their super fund.

David Bell, Geoff Warren
2 October 2024
2

Do sanctions work?

Sanctions are losing effectiveness due to increasing economic polarisation, with many countries increasingly circumventing restrictions. Examples include China, Iran and Russia, whose industries have adapted despite sanctions.

Michael McAlary
2 October 2024
2

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