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21 May 2025
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The AI investment trend looks set to continue for years but there is only room for a handful of long-term winners. Dr Kevin Hebner also warns regulators against strangling innovation in the sector before society reaps the benefits.
For those with the patience to own an investment as volatile as the AI sector, buying and holding a stock basket might make sense. However, based on internet stocks’ history, you need not rush to do so.
The 'Magnificent Seven' stocks in the US have had an incredible run and many investors are wondering how long it can last. While it may be tempting to take profits in these stocks, it could prove a costly error.
As investors, we all like to snap up a bargain but cheaply-priced stocks tend to provide short-term, temporary pleasures. Meanwhile, a quality gem is the gift that keeps on giving, even if the entry price seems expensive.
Microsoft's Bill Gates says AI innovations will come much faster than when he started in computing. For investors, the challenge is deciding at which point too much money has flowed into AI stocks.
Many investors have written off the tech sector after last year's bloodbath. But tech is entering a new phase of growth and dominance, fuelled by innovation and AI, and there are compelling ways to play this theme.
The market has erred by shunning growth companies indiscriminately. There are many growing businesses that enjoy strong free cash flow and robust balance sheets, including three US-listed large-cap companies outlined here.
The market’s myopia of 2022 has depressed valuation multiples on cyclically depressed earnings. The result is that many of the world’s most advantaged businesses can be acquired today at prices that are far below intrinsic value.
The software bubble appears to have popped but not everyone is convinced. There are many lessons from the US shale boom that are broadly applicable to the recent software boom, and it doesn't bode well for tech companies.
The leading global innovation companies such as Amazon, Google, Tencent and Alibaba, alongside tomorrow’s champions in Tesla, Afterpay and Xero, offer better prospects than traditional ‘old-world’ value investments.
Investors with heavy allocations to a broad US index should check how much is exposed to tech stocks, especially when valuations look a bit steep. It might be time to reallocate to other sectors or styles.
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.
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.
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.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
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.
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.