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Monday, 10 August 2020
Recently trending A hard dose reality check on vaccinesAfter 30 years of investing, I prefer to skip this partyAustralian house prices: Part 2, the bigger picture How we have invested during COVID-19How to handle the riskiest company results in history
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Value investing is a long-cycle play, but a decade (and counting) of waiting for mean reversion has tested the faith of even long-horizon investors. Some basic principles are worth assessing.
A new sponsor, Chi-X, shows how it follows long-term trends reinforced by COVID-19 to select US-listed companies accessible on local exchanges, often in sectors not served by Australian companies.
When we look back five years from now, which companies will we regret not having bought at today’s prices? The next opportunities come from focusing on the long term, not the next few months.
The Morningstar CEO on democratising investing, why saving in your youth is crucial, and why most investors care more about paying off their debts than comparing their results against benchmarks.
Starting early and contributing regularly to an investment plan is the best way to meet a long-term goal. Choosing your risk profile, time horizon and structure is equally important.
Most financial advisers are forced to use Approved Product Lists, model portfolios, procedures for Statements of Advice, rules of their Professional Indemnity Insurance ... but what about independent advice?
Over the holiday season, the moments away from the noise are wonderful for giving perspective, helping to consider what is most important to us and how to improve in the year ahead.
Home cooking and value investing have much in common. While it takes more time and effort to carefully assemble the right ingredients, the results can pay off over the long run.
It's intuitively appealing that long-term investing by active managers should be rewarded, but a new report quantifies many ways a patient investor can extract extra returns.
We may prefer a fast pay off but a long-term approach to investing will result in a less stressful journey and a more successful outcome.
Given the allure of short-term beauty contest investing, how can we accelerate the shift towards a longer-term, pragmatic and sustainable approach to investing?
Chris Cuffe on gratitude, growing a business, the value of culture and the need for time and patience in investing - he says "Slow money is better than quick money."
With 160 programmes underway and billions of dollars spent on COVID-19 vaccines, investors are drawn to optimistic news. However, the company that has developed most new vaccines has a sober view.
Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.
There is good reason to believe the negatives will continue to outweigh the positives over the next 12 to 18 months. There is more concern about house prices than the short-term indicators suggest.
With signs that the economic recession will not be as deep as first feared, many companies will emerge strongly with robust business models. Here are the sectors with the best opportunities.
It is better to miss a results bounce and buy after the company has delivered than it is to step on a landmine. With such uncertainty, avoid FOMO by following these result season investing tips.
Three key indicators are useful for predicting the short-term outlook for house prices, although tighter lockdowns make the outlook gloomier. There is enough doubt to create cause for concern.