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Monday, 20 September 2021
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Buying mispriced stocks is often uncomfortable when companies are outside the spotlight and markets are driven by emotions. And it's inescapable that the price paid ultimately determines the end result.
Kenny Rogers died a year ago, but did he leave behind any lessons on when to hold 'em, when to fold 'em, when to walk away, or when to run? We know there'll be time enough for countin' when the dealin's done.
The Interview Series has proved highly popular with our readers. This year’s collection of 20 interviews for 2020 covers most asset types and is a window into how diversification helps to manage risk.
Regardless of how a fund manager is performing, it's vital to have the confidence in a long-term set of rules that have stood the test of time through many markets, including recognising SRI principles.
Conventional wisdom was that acting in accordance with ethical principles involved a trade-off against portfolio returns. The evidence is that is not the case, and there are easy ways to support your principles.
Telling investment stories in the form of a fable or parable is a great way to overcome the reluctance of many inexperienced investors to think about saving.
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.
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.
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.