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27 April 2024
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At a recent webinar, the Schroders team outlined their views on stocks after earnings season including BHP, Rio Tinto, the banks, and healthcare companies. The team is known for its contrarian views and it didn't disappoint.
While this is no time to be making major calls on asset allocation, there are abundant opportunities for generating incremental returns. US government bonds, Japanese stocks, and commodities offer value for investors.
The recently passed Inflation Reduction Act is poised to have a significant impact on the US economy, especially in the renewable energy sector. Australia is well placed given our minerals are critical to decarbonisation.
Australian shares are likely to outperform in 2023 helped by stronger economic growth and increased demand from China supporting commodity prices. Certain sectors could be set to sizzle while others may be left behind.
The headlines are filled with negative news which has unsettled global financial markets. Will the Australian economy remain resilient in the face of these economic threats?
The Russia-Ukraine conflict looks set to splinter the world into two distinct trading and financial systems aligned to either the US or China, triggering sustained inflation that will impact prices over this decade.
Increases in commodity prices have fuelled global inflation while benefiting commodities exporters like Australia. Oftentimes, booms lead to busts and investors need to get the timing right on pricing cycles to be successful.
Don’t look at an earnings forecast or a DCF valuation or a broker target price for a mining company. Share price forecasts are only as good as the commodity price assumptions they are based on, and they are a guess.
Anyone considering investing in oil must understand it is a commodity with supply and demand features, and the relationship between spot and futures markets is critical to how an oil ETF is managed.
Investing in commodities can deliver uncorrelated returns on the back of demographic trends, but there are many ways to gain exposure and the risks of each must be understood.
The Budget surplus in the 2018-19 year is mainly due to fortuitous tax revenue gains from the mining boom. In the past five years, government spending has risen by an incredible 21%.
In the last seven years, commodity prices and the fortunes of many Australian producers went through a boom/bust cycle and are now on a recovery rebound. It's a volatile ride but a sector worth another look.
The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.