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Sunday, 26 September 2021
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We can profit from trends that have the potential to change the world, and it's also possible to make a positive impact with thematic investing in the catastrophe and opportunity of climate change.
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 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?
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.
Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.
The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?