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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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Social Impact Investing generates positive financial and social change. A social impact credit system is needed to attribute value to investments that generate a favourable impact on society.
Unlike the share prices of some companies which have held up due to their defensive characteristics, Fisher & Paykel is playing an active role in mitigating the worst effects of the crisis.
Fossil fuel divestment can impact a company’s prospects, and push capital into renewables. Refusing to invest in companies that cause climate change denies their social licence to operate.
A better approach to sustainable investing is to actively select for better ESG scores and identify companies with a positive impact. Fund managers have an important advocacy role.
Both retail and institutional investors are demanding fund managers respond to ESG issues. A new generation will insist on better standards and will not accept a compromise in returns.
Investing responsibly or ethically does not mean forsaking returns, and there are now many ways to gain exposure to shares which back an investor's personal preferences.
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.