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Sunday, 1 November 2020
Recently trending Have the rules of retirement investing changed?18 Aussie names for your watchlistBuffett and his warning about 'virtually certain' earningsHamish Douglass on what really mattersKate Howitt: investing lessons and avoiding the PIPO trade
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Kate Howitt identifies the stocks she likes and the disappointments, gives context to the increasing role of retail investors, and explains why the market is more of a 'voting not weighing' machine than ever before.
Questions on the stock market/economy disconnect, how to focus long term, technology's growing role, income in a low-rate world, Modern Monetary Theory and endless debt and the tooth fairy.
Both equity and fixed interest markets now have far greater understanding of which companies will struggle during COVID. Supported by central banks, the markets have bailed out companies facing zero revenues.
As she retires after 47 years as a portfolio manager, Claudia Huntington explains the art rather than the science of investing, the value of a great leader and culture, and the insights she gives to new colleagues.
For many global tech companies, COVID has boosted their revenues and pushed share prices to all-time highs. We are on the cusp of amazing technical advances and there are plenty of new opportunities.
With gold now on the radar of individual investors, SMSFs and institutions, here's what you need to know about the choices between gold bars, gold ETFs and even gold miners, with Jordan Eliseo.
It's now well established that ethical and sustainable investing enhances returns, but as fund managers jump aboard, what is required to build principles firmly into all portfolios?
A diversified share portfolio should deliver 6% with franking, versus 1% on a term deposit. Should an investor accept the risk of shares during a recession and pandemic when interest rates are so low?
Citi's clients tap into their own views to find investments that suit their portfolios, often working across global boundaries. It's a search for solutions in a world with no risk-free returns.
Rob Arnott is a leading researcher, fund manager and academic often quoted in US media. We chatted at a moment in time when President Trump must make some critical calls on coronavirus.
While coronavirus has brought into sharp focus the risks in bond portfolios, markets are always changing. Relative value and risks must be constantly watched as opportunities are presented.
The Morningstar CEO on democratising investing, why saving in your youth is crucial, and why most investors care more about paying off their debts than comparing their results against benchmarks.
In retirement, we still want to reduce stock volatility while generating cash flows. The two needs have not changed, but the reward expected in the old days from interest payments has gone. What should we do?
A Morningstar stock screener reveals a cross-section of companies with competitive advantages that are trading at material discounts to estimated value. This is a list of 18 highly-rated names worth watching.
While many investors are happy to invest in any online companies, Warren Buffett focusses more on the quality of future growth, buying companies whose earnings are 'virtually certain' in 10 or 20 years from now.
It is trite and obvious to say the future is uncertain, and while COVID-19 brings extra risks, markets are always unpredictable. However, investing conditions are now more difficult than ever, mainly because the defensive options for portfolios produce little income. We explore whether investing rules have changed with new input from Howard Marks.