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Wednesday, 29 September 2021
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Exchange Traded Funds have moved well beyond indexes to a range of sectors, themes, smart beta and active. They are attracting strong flows from both experienced investors and newcomers.
Our close links to China mean the impact of the virus could tip the local economy into recession and certain sectors such as resources, education and travel will be harder hit than others.
We tend to call any change a 'disruption', but the vast majority of so-called disruptive technologies are variations on a theme. Many innovations are really high-risk, low-probability investments.
ETFs are doing to funds management what Spotify did to music. All investors and product providers need to adapt. Active managers can no longer justify index hugging at active fees.
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.
All aspects of media and broadcasting are changing, and in television, there are so many new ways to reach viewers that traditional players may be in an unavoidable death spiral.
Fintechs want to inject themselves between banks and their customers in the most profitable areas. Most will fail but others will chip away and the banks must respond, while the regulators keep a close watch.
Investors in Tesla at current prices are not neglecting the obvious. Disruptors come at a high price because they do not carry the sunk costs of infrastructure and outdated distribution models.
Disruption investing is not the same as investing in technology. It's about knowing which companies are best placed to capitalise on the next big trends, and the winners are not always obvious.
Markets and assets look expensive, but technology at least offers high revenue growth and fast rates of adoption. However, much of that great promise may benefit consumers more than investors.
I like to learn from history, but also look into the future. The articles chosen provide some of the essentials of good investing, but they also peer over the horizon on what the future might bring.
The measurement and disclosure of human capital within a company will give investors greater confidence about future business prospects and better integrate strategic and human resource functions.
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.
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?
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.