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15 November 2024
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US bank balance sheets are expanding again, driving increasing money supply that is finding its way into markets. It means inflation is likely to remain high, and inflation hedges like Bitcoin and gold may continue to do well.
Will the Year of the Dragon prove a fruitful one for markets? Strong labor markets and a loosening in financial conditions should help in the first half of 2024, though things may get more rocky as the year progresses.
Regardless of how an investor owns an asset, they need to know how a business is sustainable over the long term. By influencing the activities or behaviour of investee companies, returns can be enhanced.
While the recent Pfizer announcement deserves optimism, the global life sciences supply chain is likely to create more sustainable profits than those in the highly-competitive vaccine market.
Everything is rising in value because there is excess capital chasing too few opportunities. Capital should be allocated more responsibly with a focus on the future cash flow from a company.
A global investment strategist looks at why this cycle may be different, and examines the potential invested yield curve for hints from the past.
The heads of investment teams in Australian equities and Australian fixed interest at a global fund manager reveal the most important opportunities and risks in their asset classes for the year ahead.
Growth assets have defied most predictions and performed well six months on from Trump’s election, but what will be the market consequences of a possible impeachment, using history as a guide.
Economic and investment market cycles do not make for a comfortable ride when making investment decisions and they’re not about to disappear despite numerous smoothing attempts. Face it, cycles just happen.
There are insightful parallels between the bookmaking industry and the financial services sector, and it would help if market analysts and fund researchers assigned odds to their predictions.
A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.