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Saturday, 18 September 2021
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Markets always deliver delusions and manias, but there's something unique now. Investors do not speak a common language at a time when there's more money for speculative ideas than ever. Check the water.
ETFs, LICs and MFs. These investment options share some similarities but there are also important differences that make them more or less suitable for particular investors. There are a few key features to know.
Powerful structural themes such as technology disruption and demographic changes may disguise what is driving company success. Watch these broad categories as they may not apply in ways you expect.
We expect portfolio managers to invest in their own funds and executives to own shares in their companies so they have 'skin in the game'. Should government leaders have more investing and business experience?
What do hot cross buns and funds have in common? In both, there is no answer to which is the best, as their characteristics appeal to different people. Select the ones that suit your taste and appetite, maybe with added spice.
It's easy to find eminent market experts with completely opposite views on the market at any moment. View the forecasts of investment gurus for what they are: guesstimates. Only you can decide what's right for you.
A summary of 10 investing themes for 2021 including early-cycle opportunities, populism, digital transformation and supply chains, plus the outlook for equities, fixed interest and alternatives.
The suspension of ASX trading this week showed how real-time data is essential for investing. A strong API should integrate many sources of data, improve speed, automate tedious processes and reduce risk.
Investors looking for active management should understand the different structures as access, dividends, discounts or premiums, ability to buy and sell and pricing vary by type.
Many large investors pay higher brokerage fees, hoping to gain favour with brokers to gain access to IPOs. Are rare IPO gains worth the loss of quality execution at the best price every day?
To avoid retreating from making investment decisions during uncertainty, investors are compelled to rely on 'rules of thumb' to guide them in decision-making. Here are many of the more popular commonly-used rules.
Investors rarely ask fund managers the right questions, forcing a confusion between selling and investing. The relationship should focus on the long run and eliminate the luck and noise of short-termism.
Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.
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 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?
Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.