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Monday, 13 July 2020
Recently trending 11 lessons from my lousy $50K profit on AfterpayHow much bigger can the virus bubble get?Share trading is the new addictionWhat is happening with SMSFs? Part 1New ways for listed funds to fix their price discounts
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A global portfolio of infrastructure assets allows trends in one part of the world to be recognised early in another, while companies with pricing power and high barriers to entry enjoy extra resilience.
In this fascinating travel diary, learn how Japan gives investors access to quality infrastructure assets trading at attractive multiples. The country is opening itself up to the world like never before.
The investment opportunity in listed ‘real assets’ in Australia is almost $250 billion. Offices, roads, warehouses, airports, pipelines and shops are the foundation of economic growth.
Australia is an outlier in energy. We are the world’s leading LNG and coal exporter, yet we have high energy costs and we lead the world in CO2 emissions. What does the future bring?
Infrastructure assets usually benefit from long-term, stable and predictable cash flows, giving them defensive characteristics, with airports traditionally offering reliability even in difficult economic conditions.
Afterpay listed at $1 in 2016 and traded recently at $70. How should an investor treat a small holding in a 70-bagger when each new level defies the experts? Should true believers let the profits run?
Stocks have rallied hard creating a virus bubble, but will this run for years or collapse in a matter of months? The market is giving a second chance to leave so head for the exit before there's a rush.
The ability to buy and sell cheaply and quickly in small parcels is both the biggest drawback and benefit of shares. But it encourages people who should not go near the market to use it as a casino.
Taking a realistic view of the median ‘operating expense’ of an SMSF shows they cost less to run than previously claimed. Look at this granular breakdown and see how the costs of running your SMSF compare.
Running a fund should not become a gravy train for boards and investment managers. It is time to address the persistent discounts to NTA on LICs, and there is one especially exciting new structure.
Investors tend to overstate the impact on investments when something significant happens and they assume the future will be different. COVID-19 has been dramatic, but is it really that unusual?