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Hugh Dive

What goes on during reporting season?

Reporting season is hard work for equity analysts, especially when a company's results differ from the expected. It's also a time for a company to outline its strategy and gauge the reaction of its owners, the fund managers.

Beware of investment bankers bearing gifts

Investors face a barrage of glowing research from investment banks trumpeting the blue sky potential of new companies seeking to be listed on the ASX. It’s crucial to ignore the spin and focus on the business itself.

Investing in biotech and pharma

Biotech and pharma are seductive and exciting sectors to invest in. When products are developed and successfully adopted, it can be very profitable, but most projects do not succeed, and it’s good to know what you’re doing.

Searching for yield to pay the bills

Whilst the latest cut in the target cash rate to 2.25% is a positive move for equity investors, it's a negative for savers, especially retirees living off the income generated by their term deposits.

Currency winners and losers

The Australian dollar has finally fallen against the currencies of most trading partners, and there will be companies that benefit or struggle at the new levels. If you think it will fall further, how do you take advantage?

What makes a company attractive?

While fund managers are reluctant to reveal their newly-found 'top picks' to the public, there is an underlying process which can be used to identify an attractive company to invest in.

Latest Updates

Taxation

3 ways to defuse intergenerational anger

With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.

Economy

Why an extended US-Iran war will punish mortgage holders

The impact of the Iran War is far more than expensive petrol. Higher oil prices have secondary inflationary impacts that reverberate throughout the economy which could be bad news for Australians with mortgages.

Infrastructure

Don’t forget the yield

Global Listed Infrastructure dividends are forecast to grow 5-6% p.a over the next two years. After a hiatus, share buybacks are back on the agenda and will play an integral role in shareholder returns.

Iran war hands politicians free ticket to blame oil prices for inflation

Past oil shocks offer lessons for investors dealing with the fallout from the Iran War and the ongoing impact on inflation.

Economy

Japan 2026: A new PM heralds a new golden age?

Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.

Investment strategies

Why are central banks moving from US Treasuries to gold?

Central banks now hold more gold reserves than US Treasuries, signalling a shift in safe-haven asset strategy and portfolio diversification as geopolitical risks increase.

Strategy

Has global human wellbeing peaked? What the data reveals

Historically economic progress is measured by GDP growth but there is an increasing body of work that explores quantitative measures of wellbeing.

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