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Sunday, 27 September 2020
Recently trending Who's next? Discounts on LICs force managers to pivotFour simple things to do right nowWelcome to Firstlinks Edition 374Reporting season winners and losers in listed property trustsHave stock markets become a giant Ponzi scheme?
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With historic falls in greenhouse gas emissions during the COVID-19 pandemic, we have a unique opportunity to construct a recovery that ensures a stronger economy while minimising carbon emissions.
Climate change campaigns have dominated world news in the last week, but they should not include universal antagonism towards mining. We need resources to build renewables, with one exception.
Up, down or sideways? From disruption to de-globalisation, these six key themes will determine the sectors and companies that will do well in portfolios in coming years.
High debt, wealth inequality, increasing automation, ageing population, and climate change are among the most significant structural headwinds the global economy faces today. What could this mean for equity investors?
The renewables industry is hampered by the combination of a shallow venture capital market and capital-intensive technology. The recent power outages in South Australia did not help.
In late-2015 representatives from over 100 countries met in Paris for the UN's convention on climate change. There are key outcomes and implications for investors and their portfolios.
For decades, 'sustainability' was not about making money or economic success, it was more about 'the right thing to do'. But we are at the limit of earth's resources, and change is no longer an option.
Overseas, the Australian retirement incomes system is widely admired, but less so our changing attitudes to climate change, investing sustainably and understanding fiduciary responsibilities.
The boards and managers of six high-profile LICs, frustrated by their shares trading at large discounts to asset value, have embarked on radical strategies to fix the problems. Will they work?
Markets have recovered in the last six months but most investors remain nervous about the economic outlook. Morningstar analysts provide four quick tips on how to navigate this uncertainty.
Suddenly, it's the middle of September and we don't hear much about 'snap back' anymore. Now we have 'wind backs' and 'road maps'. Six months ago, I was flying back from Antarctica after two weeks aboard the ill-fated Greg Mortimer cruise ship, and then the world changed. So it's time to take your temperature again. Our survey checks your reaction to recent policies and your COVID-19 responses.
Many property trust results are better than expected, with the A-REIT sector on a dividend yield of 4.8%. But there's a wide variation by sector and the ability of tenants to pay the rent.
A global financial casino has been created where investors ignore realistic valuations in the low growth, high-risk environment. At some point, analysis of fundamental value will be rewarded.
COVID-19 and the events of 2020 show why, more than ever, SMSF trustees need to prepare for the ‘unexpected’ by having an Enduring Power of Attorney in place. A Power of Attorney is not enough.