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30 April 2025
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Charlie Munger is famous for applying different 'mental models' to get an edge in markets. In this vain, here's a look at how ecological niches can be applied to stock markets and may help you become a better investor.
Investing in Asia is challenging but with younger populations, many countries face less wage and inflation pressures than the West. Buying the index rarely pays off as it's more about finding the winning companies.
When investors focus on the EV revolution, not enough think about the investment opportunities with the 'E'. The charging infrastructure underpins the whole sector and will undergo its own revolution.
In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?
COVID was a paradigm shift for thematic ETFs, satisfying investor sentiment toward disruptive trends and sustainable investing while covering almost any theme investors desire. Where do they sit in a portfolio?
We can profit from trends that have the potential to change the world, and it's also possible to make a positive impact with thematic investing in the catastrophe and opportunity of climate change.
It's not official, but Australian ETFs are clicking over $100 billion right now. It's a remarkable rise, leaving the traditional rivals, the Listed Investment Companies, in their dust. Why are they so popular?
COVID-19 is delivering winners and losers, and buying a well-positioned company while shorting one with worse prospects can provide returns while managing the downside of an overall market correction.
Thematic trend investors relies more on recognising how the world is changing over the long term, and finding sectors that will benefit, rather than the more cyclical approach of picking short-term winners.
Many of the world’s most serious challenges relate to secular forces such as population growth and productivity, and amid the problems will arise a wide range of investment opportunities.
* Towers Watson has identified six global mega themes worth considering in all investment decisions.
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.