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18 May 2022
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The pandemic profoundly impacted the way we use real estate but in a post-pandemic environment, tenant preferences and behaviours are now providing more certainty to the outlook of our major real estate sectors.
A key feature of the May results for the banking sector was profits trending back to pre-Covid-19 levels, thanks to lower than expected unemployment and the growth in house prices.
It is a tough time to be investing in growth stocks but there may be ways investors can take advantage of lower prices and be well positioned when the market and interest rates return to normality.
After many years of underperformance, 2022 could finally be the year that Australian shares outperform the US market, thanks to higher commodity prices and heavy falls in technology stocks.
Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.
Knowing which stocks to select in a portfolio based on the returns they will achieve with certainty would deliver exceptional long-term gains. But only if investors could stay invested through the short-term pain.
Market volatility is back and might be staying. Should investors be worried or is this part and parcel of investing in shares? Here are seven truths of volatility that will help investors ride the market’s gyrations.
Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. We review two logistics companies that are well positioned to perform.
The Covid-19 pandemic, and the range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years. Investors need to prepare for persistently higher inflation.
There may be serious flaws in the plan to replace the generation capacity from the accelerated closing of Eraring Power Station. Tony Dillon critically assesses the proposed approach.
2022 is another example of gold providing portfolio protection when it’s needed most. Australian investors may be able to magnify the protective benefits by purchasing gold in Australian dollars.
Distracted by inflation and Ukraine worries, the market is overlooking that the US midterm elections due on 8 November 2022 usually impact equities. As US markets affect all others, what are the implications?
Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?
In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.
In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?
Increases in commodity prices have fuelled global inflation while benefiting commodities exporters like Australia. Oftentimes, booms lead to busts and investors need to get the timing right on pricing cycles to be successful.
Single-member SMSFs face challenges where the eventual beneficiaries (or support team in the event of incapacity) will be the member’s adult children. Even worse, what happens if one or more of the children live overseas?