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Home / Author: Karl Siegling

Karl Siegling

The impact of global migration of millionaires

Australia’s net inflow of immigrant millionaires is large and growing. With a lack of premium housing stock, major cities are struggling to meet demand, but this does not necessarily feed into the broader economy.

Commodities: has the trend changed?

The commodities market is impossible to predict in terms of cyclical highs and lows, and nobody 'rings the bell' at either point. One strategy is to scale in or out gradually on early detection of a new trend.

Market psychology, emotions and ... more emotions

An investor’s fundamental investment process should be adapted to take account of the psychology and emotion involved in making such decisions, including a disciplined approach to entering and exiting positions.

Cheap stocks: how to find them and how to buy them

It's surprising to learn that only 25% of Australian listed companies are actually profitable. Whether you favour fundamental or technical analysis or both, how do you find and invest in cheap, good quality companies?

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Retirement

How inflation is quietly moving the goalposts on retirement

Inflation doesn’t just raise today’s bills - it quietly increases the amount needed to retire, while simultaneously making it harder to save. Three steps to take before June 30th to improve retirement outcomes.

Investment strategies

Three strategies for investing amid AI whiplash

AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, 'AI-resistant' businesses while punishing many software and service firms. This environment may be ripe for stock pickers.

Investment strategies

Are private market assets the answer in an unstable world?

Private markets can offer diversification and return potential, but their opacity, scale and wide dispersion of outcomes make manager selection and due diligence critical for non‑institutional investors.

Property

Mispriced in plain sight: The case for Global REITs

Global REITs have fallen out of favour, trading at deep discounts after years of underperformance, despite resilient earnings and improving fundamentals.

Investment strategies

Survival is the only success

True financial success isn’t about how much you make, but whether you can sustain it — survival is the only win that matters.

Investment strategies

$42 billion too late

Why Australia's biggest energy bet may already be redundant while a less celebrated government program is exceeding expectations. 

Investment strategies

Do investors accept lower returns from assets that make them feel good?

Assets that deliver emotional satisfaction tend to offer lower financial returns, as investors accept an “emotional yield” in place of performance which shapes how investors approach ESG and unpopular assets.

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