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21 May 2025
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Semiconductors are used to make microchips and are essential to a vast range of technology and devices. This looks at what’s driving demand for chips, how the industry is evolving, and favoured stocks to play the theme.
Taking the path less travelled led to a remarkable return from this small-cap. Here is the inside track on how our investment unfolded, and why we don't think the story has finished yet.
Markets have started this year well yet there are still several exciting long-term themes that are underappreciated by global investors. They include alternative assets, luxury goods, AI, and mission-critical financial firms.
The market capitalisation of Apple now tops US$3 trillion, equivalent to the world's seventh largest country by GDP. The company has permeated our lives and made many investors richer, but when does big become too big?
Investors frustrated by tedious fund application processes may benefit as asset managers look for ways to enhance their proposition and profit. Digital tokens are the next big thing as a way to represent ownership.
Politicians, unions, business executives and economists met at the Jobs and Skills Summit last week, and the opening address has been widely praised for capturing the problems faced and suggesting solutions.
Senator Hume describes the crypto ecosystem as a new virtual frontier, and says she will not stand in the way of pioneering Australians chasing the opportunities and benefits presented by innovations in crypto assets.
A structural theme that will drive future earnings growth is the ‘emerging consumer’. The rising wealth in emerging economies will drive sub-sectors such as luxury goods, cosmetics, travel, global brands and alcohol.
Rather than marking the end of a bull run for technology, the recent sell-off is just a healthy correction and offers a great buying opportunity into technology leaders that have strong long-term earnings growth.
This month's look at innovations changing the world explores computer chips, cryptocurrencies, renewables, cybersecurity, robotics, mobility, alternative foods, finance ... there is no limit to human ingenuity.
Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.
A monthly look at innovations changing the world explores cornea transplants, cancer diagnosis, aging, AI, virtual and augmented reality, disinformation, mobility, space, environment, batteries ... there is no limit.
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.