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Monday, 10 August 2020
Recently trending A hard dose reality check on vaccinesAfter 30 years of investing, I prefer to skip this partyAustralian house prices: Part 2, the bigger picture How we have invested during COVID-19How to handle the riskiest company results in history
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At a time when technology and society are forcing fundamental change on businesses, there is logic in adding 'shorting' to portfolio management. But it's not simply the opposite of going 'long'.
There are seven key factors that have had a positive influence on residential housing prices over recent years, but only one of these factors is expected to remain positive over the next five years.
The SMSF market is facing two important changes: AFSL requirements for accountants who advise SMSF clients and the ATO closing a loophole on interest-free loans provided to SMSFs by its members.
Increasing longevity is good news, but it poses difficulties as society and our retirement system adjust, particularly for those who outlive their money and have to rely on the uncertain future of the age pension.
When is family not family? In the case of SMSF members lending to their relatives, some are more 'related' than others. Even so, you still need to comply with arm's length transaction rules.
What factors are a guide to a long term successful investment experience in small caps given the sector has struggled to deliver decent returns?
With 160 programmes underway and billions of dollars spent on COVID-19 vaccines, investors are drawn to optimistic news. However, the company that has developed most new vaccines has a sober view.
Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.
There is good reason to believe the negatives will continue to outweigh the positives over the next 12 to 18 months. There is more concern about house prices than the short-term indicators suggest.
With signs that the economic recession will not be as deep as first feared, many companies will emerge strongly with robust business models. Here are the sectors with the best opportunities.
It is better to miss a results bounce and buy after the company has delivered than it is to step on a landmine. With such uncertainty, avoid FOMO by following these result season investing tips.
Three key indicators are useful for predicting the short-term outlook for house prices, although tighter lockdowns make the outlook gloomier. There is enough doubt to create cause for concern.