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19 May 2022
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Companies tend to pre-position weak results ahead of 30 June, leading to earnings downgrades. The next two months will be critical for investors as a shift from ‘great expectations’ to ‘clear explanations’ gets underway.
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.
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.
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?
The war in Ukraine is a humanitarian crisis, but what normally happens in share markets when conflicts hit and what is the impact of who wins and loses? Here are likely outcomes but the role of China remains uncertain.
Global microcaps are a relatively underexplored and misunderstood asset class. They allow diversification from the concentration seen not only in large cap indexes, but the companies held by many active managers.
Company results reported in February 2022 showed some cost increases but most enjoyed major revenue upgrades, especially in the commodity and financial sectors. Here are portfolio highlights from two fund managers.
Three companies rank as amazing 'hyperscalers' which will revolutionise industries as Artificial Intelligence and Machine Learning change the way business is done. They deserve a place in most portfolios.
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.
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.
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?
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?
Believe it or not, betting agencies are in the business of making money, not predicting outcomes. Is there anything we can learn from the current odds on the election results?