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Saturday, 18 September 2021
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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.
Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?
Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.