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Wednesday, 19 January 2022
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Two prominent fund managers with strongly opposing views and techniques. Cathie Wood thinks Tesla is going to US$3,000, Rob Arnott says it's already a bubble at US$750. They debate valuing growth and disruption.
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.
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.
For many global tech companies, COVID has boosted their revenues and pushed share prices to all-time highs. We are on the cusp of amazing technical advances and there are plenty of new opportunities.
Regulators are insisting that large super funds become more innovative to assist their clients, but what are the traps within businesses that inhibit creativity and fresh solutions?
High debt, wealth inequality, increasing automation, ageing population, and climate change are among the most significant structural headwinds the global economy faces today. What could this mean for equity investors?
Despite what the textbooks tell us, a world of more dominant players has not led to higher prices. How does this affect investing?
Large super funds have been successful in delivering strong investment returns, but the changing nature of the sector means more investment innovation is necessary for continuing long-term success.
The Australian market is dominated by 12 large companies that are low-growth yield plays. Investors need to look in other places for diversification and growth opportunities.
ASFA chief calls on baby boomers to redefine retirement, doubts fintech will disrupt, loathes dinner party freakonomics, believes brands work and wants a market full of fresh ideas not policy tinkering.
The number one requirement for a successful startup is resilience in the face of adversity. What lessons can Australian innovators learn from early-stage Israeli ventures, and what are the chances of success?
Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.
Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.
The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.
This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.
The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.
Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.