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21 May 2025
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Data centres offer compelling growth prospects. But their potential hasn't gone unnoticed, and DigiCo appears to be buying properties in a seller’s market, resulting in better opportunities being found elsewhere.
In recent years, large caps returns have dwarfed those of small and mid-caps, especially in the US. 2024 could be the year that reverses as earnings growth re-accelerates for higher quality smaller companies.
Despite recession predictions, consumer activity and corporate earnings are holding up well. Global long-term interest rates probably peaked last October, and there are signs of corporate earnings re-acceleration.
If you're still getting your head around blockchain, read this quick summary on the potential of distributed ledgers. The technology is not without problems but cannot be ignored.
New technologies are transforming the property industry. While many have recognised this trend, they haven’t yet developed a business strategy based on this transformation.
Maybe this time, investing IS different, as technology approaches tipping points of exponential advancement. Developments in genomics, robotics, artificial intelligence and computing power may go in unforeseen directions.
Online brokers have traditionally been more consumer-focussed than their institutional competitors, but developments in fintech are forcing them to adapt and embrace innovation to stay on top of what consumers want.
While roboadvice businesses are ramping up in Australia, we are yet to see one come close to providing the full range of financial advice services offered by human advisors. The nuances are too complex.
Roboadvice disruption could come from anywhere, opening the door for non-traditional providers without incumbents even realising it. When it's more exciting, it can grab the attention of the previously disengaged.
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.