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Wednesday, 29 September 2021
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The shift in dynamics from growth to value can be seen in the rotation of tech and communications names out of the top 20 performers to be replaced by value-style industrials, energy and financials. Will it continue?
Trump or Biden? Our readers make a nailbiting call, while your predictions for the ASX300 over the long term show optimism while flat over the short term. The best insights come from the hundreds of revealing comments.
Learn to make better decisions. We are human be-ings not human do-ings. We don’t always need to be active and switching investments often means selling and buying at exactly the wrong time.
While Australian businesses generally achieve returns below global comparisons, our Best 50 have delivered results well above the accepted world best practice level, and they come from a diversity of industries.
Total returns from the local stock market have averaged 10.5% per year since Federation, with 12% p.a. under right-leaning governments and 8% p.a. under left-leaning governments. But it's mainly luck.
The media screams the scary headlines at times like Brexit as the share market reacts to the uncertainty. Investors need to ignore the shouting and accept with equanimity that this is the cost of participation.
A 'hard landing' scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.
With the market hitting a five-year high this week, it’s a good opportunity to pause and examine the performance of the 11 sectors that make up the ASX: what’s worked, what’s lagged and what’s just plodding along?
Shares are an excellent long-term investment, but the ease with which they can be bought and sold can be both a blessing and a curse. Just because you can, doesn’t mean you should.
Continuing our series on the best performing stock markets since the GFC, the recoveries of the US and the UK place them on the podium, thanks in part to brain power and the strength of their huge global companies.
At a time when Australia is worrying about the loss of manufacturing jobs, Denmark's gold-medal economic recovery since the GFC has some interesting policy implications for us.
If you are not happy to own the entire business for a decade, you should not be comfortable owners of even one share for just a few minutes. Time is the friend of the extraordinary business but the enemy of the poor business.
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.
The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?
Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.