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Three steps to planning your spending in retirement Five stock recoveries not hanging on COVID predictions Peak to peak, which LIC managers performed during COVID?Finding sustainable dividend stocks on the ASX Blink and you missed a seismic shift in these stocks

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Home / 202

Edition: 202

1-7 out of 7 results.

Edition 202

19 May 2017

I've been a member of the Pricing Committees of three Australian banks. Over the years, meetings became increasingly complex as pricing factored in higher capital and liquidity requirements (for example, CBA holds an incredible $155 billion of high quality liquid assets), funding mismatches, competitive forces, product margins and, somewhere in the mix, community backlash and politics. Into the hundreds of pages of material produced each week will now go a new cost for five of the banks: the 0.06% levy on certain liabilities.

What matters most? A good industry or a good management?

Phil Ruthven
18 May 2017
1

The surprising fact from this study of profitability is that there’s no such thing as a ‘bad’ industry, only inadequate or inappropriate management.

Government debt: how much is too much?

Ashley Owen
18 May 2017
3

The level of Commonwealth government debt to GDP is the highest it has been since the 1950s, and it’s only likely to worsen in the face of populist policies. Is this something we should worry about?

The growth sector property investors overlook

Stephen Hayes
18 May 2017
1

With a high rate of adoption of the internet globally and the large growth in cloud computing, network-dense data centres are well placed to generate long-term returns.

Corporate activity helps build a small cap portfolio

Robert Miller
18 May 2017

Watch the many different forms of corporate activity for clues to the way management is thinking about a company’s future and the ways to finance its growth. This can be especially useful for investing in small cap stocks.

Facebook's problem became a great opportunity

Jason Sedawie
18 May 2017

The good news about negative media articles is that a story only needs to become slightly more positive to create an investment opportunity. Just look at Facebook and a bad news day.

How I lost my files to ransomware

Graham Hand
17 May 2017
3

A cautionary tale to remind us that the authentic-looking email from that authentic company we deal with may not be friendly at all. This is what a ransomware virus can do after a moment’s lack of care.

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Most viewed in recent weeks

Three steps to planning your spending in retirement

What happens when a superannuation expert sets up his own retirement portfolio using decades of knowledge? He finds he can afford much more investment risk in his portfolio than conventional thinking suggests.

Don Ezra
7 July 2021

Five stock recoveries not hanging on COVID predictions

The focus on predicting the recovery from the pandemic is the wrong emphasis. Better to identify great companies benefitting from market changes over a three- to five-year horizon with or without COVID.

Dawn Kanelleas
16 June 2021

Peak to peak, which LIC managers performed during COVID?

A comprehensive review of dozens of LICs shows how they performed in the crucial 'peak to peak' of COVID. This 14 months tested the mettle and strategies of a sector often under fire, with many strong results.

Greg Lander
16 June 2021

Finding sustainable dividend stocks on the ASX

There is a small universe of companies on the ASX which are reliable dividend payers over five years, are fairly valued and are classified as ‘negligible’ or ‘low’ on both ESG risk and carbon risk.

Lewis Jackson
30 June 2021

Blink and you missed a seismic shift in these stocks

Blink and it happened. If announcements in this sector were made by a producer of iron ore, gas, copper or some new tech, the news would have been splashed across the front pages. Have we witnessed a major change?

Rudi Filapek-Vandyck
16 June 2021

How inflation impacts different types of investments

A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. The high returns in recent years are due to low inflation and falling rates but this ‘sweet spot’ is ending.

Ashley Owen
23 June 2021

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