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22 April 2025
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After being shunned by most investors up to early 2016, most commodity prices have experienced stellar growth in the last two years, putting resource companies back in the frame for many portfolios.
What to expect in 2018, Howard Marks, the future of ETFs and LICs, managing diversification and volatility, the Lucky Country and (yes) Bitcoin.
Howard Marks explains that he has never told investors 'it's time to get out', and while he does not see bubble conditions, future returns are likely to be subdued based on current high prices.
The phrase 'Lucky Country' was coined to be pejorative, but Australia has managed to acquire wealth and income equality well beyond expectations bestowed on it by chance.
Investors shouldn't automatically assume the inclusion of bonds in a portfolio provides diversity against their equity exposure, as correlations can change in volatile markets.
Volatility continues to hit record lows despite political upheaval and the start of interest rate normalisation. But, as inflation continues to take root, can active strategies help investors protect their portfolios from downside risk?
ETFs are seeing the growth in popularity in Australia that overseas markets have experienced for many years, and they could reach $50 billion by the end of 2018. What will drive it?
2017 was a watershed year for LICs, not only because of the increase in issues, but the new features that address previous shortcomings.
Price is what you pay when you buy an asset, and value is what you get. Market price and the intrinsic value of a good or a company share are two different qualities.
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?