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22 October 2024
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The dominance of mega-cap stocks in the US has led to strong index performance and a new wave of passive investors. Australia's markets might not be so suited to this approach.
Your author prematurely advocated investing in small caps almost 12 months ago. Since then, the investment landscape has changed, and there are even more reasons to believe small caps are likely to outperform going forward.
Peter Drucker’s axiom “culture eats strategy for breakfast” continues to ring true. If culture is the sophisticated word for execution, Boral has been a standout over the past 12 months, while Fletcher Building has lagged.
A turnaround in the fortunes of ASX small caps is overdue after a disappointing 2023. It's important to pick your spots though, and miners and building materials companies look the standouts heading into next year.
While bond yields are more attractive than they were a year or two ago, they're still not high enough to compensate for the risks of persistent inflation. Equities offer the best prospects for income oriented investors.
The S&P/ASX 200 index is one of the most concentrated sharemarket indices in the world. Equal weighted indices can offer an alternative and have historically outperformed their market capitalisation counterparts.
After years in the doldrums, Australia’s telecommunications industry is improving as pricing becomes more rational. Telstra is the dominant player and should be a key beneficiary of the industry's rising fortunes.
With domestic equities markets affected by macroeconomic volatility in 2022, Australian Ethical discusses the headwinds faced by investors and some of the opportunities this environment creates for 2023.
Capital growth may disappoint over the next decade, making dividends critical to investor returns. The best stocks will be those that pay consistent, high dividends and are inexpensive.
The decline in the small cap market this year has created opportunities in sectors such as tech, consumer discretionary and building materials. Stocks benefitting from the renewable energy push are also attractive.
Amid the blur of company results, it's vital to step back and check the major factors affecting results: inflation, consumer spending and cashflow. What are the companies emphasising in their one-on-one meetings?
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.
News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.
A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.
The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.