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Monday, 20 September 2021
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Imagine it is 24 hours before you are born and you can set all the rules: any political system, any economic structure, any social edifice. One catch: you don't know which of the nine billion people on earth will be you.
Citi research delves into how high net worth investors are feeling in the current market, and how they are investing during the drama of the pandemic. There is plenty of optimism and a willingness to stay invested.
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.
Part of the fund manager's job is to raise money from investors, and with years of practice, a few good stock stories and an educated guess on the future, it's not hard to present well. That's a problem for investors.
There's a popular view that generations are 'at war', but is it really the case that generations are more divided than ever before? If so, what's causing it? Why now? And how can we move forward?
Data science is increasingly embedded into the research process of investment teams with the resources to exploit new technologies. The way the data is integrated and interpreted is crucial.
Anyone can do their own personal investing, but what makes the skill required different from other professions? It's not easy even for the experts to consistently beat the market.
Women comprise less than one-fifth of all active online investors in Australia and while the gap is closing, the financial services sector has more work ahead to empower women from all walks of life.
At the 2019 Morningstar Investment Conference, Tim Murphy sat down with Hamish Douglass to discuss how Magellan was transformed from a new business during the GFC to managing $83 billion now.
Howard Marks distills a lifetime of investing into his new book, and perhaps as a sign that he has really mastered the market cycle, he has just sold a majority stake in Oaktree to Brookfield.
Investors do not ask enough questions of their fund managers before they commit money. It's worth at least knowing whether a long-term view is taken rather than the easier road of jumping in and out of markets.
With the Royal Commission Final Report a week away, and a new year stretching ahead of us, it's time for all market professionals to decide what they stand for, and call out bad behaviour that affects everyone.
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.