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Consumer Sentiment

1-12 out of 16 results.

Not so plastic fantastic: solving the single-use pandemic

At least 8 million tonnes of plastics leak into the ocean each year, equivalent to one garbage truck every minute. This is expected to double by 2030. Such pollution brings risks and opportunities for many companies.

After 30 years of investing, I prefer to skip this party

Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.

What will stop the market returning to its highs?

Despite signs of optimism, market valuations are stretched and recovery is fuelled by government support. Some companies are doing well but stimulus cannot continue to prop up consumers for too long.

Investor sentiment can be highly misleading

Statistics measuring investor sentiment are often flawed but the market's reaction to such statistics is even more misguided. It's likely that shares will be sold more than justified when rates rise.

Fear factor should start the hunting season

The current level of fear in the market could be signalling a downturn or even another GFC. Investors should remember the lessons from the last crisis, and be in a position to take advantage of the next one.

Animal spirits dormant except for coffee and food

Current economic policy is failing to revive the corporate sector's animal spirits, as spending by consumers remains weak except for a few sectors like food, cafes and restaurants.

There’s too much confidence in confidence surveys

Confidence is important but can be misleading in terms of what is actually going on. Our emotions, which make us human, need to be balanced by facts, especially when we think times are grim.

Roy Morgan Research places SMSFs first for satisfaction

It's not surprising that research shows high levels of satisfaction for self managed portfolios, as investors are effectively rating themselves. Regardless of the reason, few SMSFs will return to an institutional fund.

'FOMO' is driving residential property prices, not yields

Like any investment, residential property must be bought at the right price and the right time, not based on the need to get into the market quickly due to the Fear Of Missing Out. And the costs will be higher than expected.

Managed funds reign over noisy neighbours, the SMSFs

Managed funds in Australia hold one trillion dollars in assets, double SMSFs at $500 billion. Compulsory superannuation flowing into retail and industry multisector funds will ensure managed funds continue to prosper.

Most viewed in recent weeks

Unexpected results in our retirement income survey

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.

10 reasons wealthy homeowners shouldn't receive welfare

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?

Three all-time best tables for every adviser and investor

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.

The looming excess of housing and why prices will fall

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.

Five stocks that have worked well in our portfolios

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.

Six COVID opportunist stocks prospering in adversity

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.

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