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1 May 2025
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Social media, app and trading platforms that drive retail participation also open doors for greater volatility. Ironically, easy money is contributing to market risks, with shorting hit by spiking to the upside.
Members of the Reddit army who believed they were inside the tent sharing views with fellow rebels cannot know who is on the other side of their trades - or even who they are talking to in their group.
John Pearce's Unisuper funds were among the top performers over most time periods to end 2019. He reveals he has suspended stock lending due to coronavirus and issued a video update to his members.
A fund manager that can short sell stocks with weak investment characteristics while reinvesting the proceeds in long positions in preferred stocks has a high degree of flexibility.
The rapid price fall of Blue Sky following a poor report from a foreign seller makes it look as if short selling is easy, but there are many risks and details to consider along the way.
Shorting has implications not only for those looking to sell to profit from price falls. It can create both opportunities and challenges and all investors should watch the short volume.
Although the amount of shorting on the ASX has fallen, there are many opportunities among the different types of shorts to enhance performance while managing the risks.
Disruption across many industries often makes it easier to pick the losers than the winners. Short-selling can play an important and legitimate role in an investment portfolio, although it continues to attract criticism.
In this update of the 'winners versus losers' investment hypothesis, momentum is the winner - again. It's only a 'paper' portfolio but it suggests consistent behavioural biases among investors.
Hedge funds have been short selling Australian banks for a while now, mainly due to perceptions about the property market. However, it is not house prices but unemployment that matters most for bank prosperity.
At a time when technology and society are forcing fundamental change on businesses, there is logic in adding 'shorting' to portfolio management. But it's not simply the opposite of going 'long'.
In 1993, researchers in the US studied the phenomenon of winning stocks continuing to outperform losing stocks. Using both long and short positions one could theoretically outperform the market on a regular basis.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.
Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.