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30 June 2022
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Demand for air travel, China’s growing middle-class population, Brazil’s digital payments take-up, Indian IPOs, and increased urbanisation are just some of the trends being seen in emerging economies.
It's a major threat as trauma proliferates because the malware-based crime known as ransomware is reaching menacing proportions. Cracking down on cryptocurrencies might spoil the risk-reward for criminals.
Focussing on companies that will benefit from slow moving, long duration and highly predictable demographic trends can help investors predict future opportunities. Three main themes stand out.
Drawing on experience as a bank analyst who studied the legislative process during the GFC, an internet analyst now has a unique insight into three key risks faced by Big Tech and implications for share prices.
The gradual switch to electric vehicles is underway, but given the obvious shortcomings of fossil fuels, there are a surprising number of problems electric cars need to overcome. EVs have not yet won the race.
Rather than marking the end of a bull run for technology, the recent sell-off is just a healthy correction and offers a great buying opportunity into technology leaders that have strong long-term earnings growth.
This month's look at innovations changing the world explores computer chips, cryptocurrencies, renewables, cybersecurity, robotics, mobility, alternative foods, finance ... there is no limit to human ingenuity.
Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.
A monthly look at innovations changing the world explores cornea transplants, cancer diagnosis, aging, AI, virtual and augmented reality, disinformation, mobility, space, environment, batteries ... there is no limit.
With the short-term focus on the pandemic and speculation about vaccines, it's refreshing to journey to 2030 and imagine the long-term changes coming on the investment horizon.
While its impact will take time to unfold, 5G will meaningfully change the world. Once adoption takes hold, there is huge potential for its application across a wide range of industries.
Tesla has stunned the doubters, especially those shorting the stock. To understand the share prices of these disruptive companies, look to the big picture of changes to whole-of-world issues.
With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.
With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?
A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.
Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.
Using the nine dimensions of well-being used by the OECD, and dividing Australians into Baby Boomers, Generation Xers or Millennials, it is surprisingly easy to identify the winners and losers for most dimensions.
What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.