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Tuesday, 19 October 2021
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Two prominent fund managers with strongly opposing views and techniques. Cathie Wood thinks Tesla is going to US$3,000, Rob Arnott says it's already a bubble at US$750. They debate valuing growth and disruption.
When Australian companies are marked against their role in tech disruption, stock market returns are higher for companies with higher tech disruption scores. They also benefit when valued using low interest rates.
Global lockdowns have accelerated the adoption of new technologies. The pandemic and resultant economic recession shine a spotlight on societal issues where technology can create solutions.
Technological innovation is transforming industry. Asia is where much of it is happening. But traditional portfolio approaches need amending to take full advantage of opportunities in the tech-enabled sector.
Facebook, Google and Amazon seem already entrenched in our lives, but with the information they know about their users, their ability to target advertising and products has only touched the surface of change.
Australian media companies are being usurped by global distribution platforms as technological disruption takes hold. Advertising dollars will follow consumers, and investment portfolios need to adapt.
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?
We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.
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?
Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.
With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.
It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.