November 2024
Be selective in private credit, look for a revival in private equity
The good returns from 2024 should not tempt investors into inaction because the top performers in one year are frequently superseded in the next.
October 2024
Retirees and Millennials must take vastly different investment paths
The traditional investment thesis of recent decades may be blown apart by the fragmentation of investor cohorts.
July 2024
How to navigate the greatest risk to your portfolio
If inflation is sticky and volatile, many holdings may be more dangerous than you think. Here’s how to drive around the potholes.
May 2024
The economy is turning and your investment portfolio needs attention
Residential mortgage-backed securities might be a good option in a weakening economy.
April 2024
Why investors shouldn’t buy assets just because they’re cheap
Underpriced opportunities are either the result of short-term dislocation or fundamental concerns. It’s important to know which of these forces are at play.
February 2024
This is the way to get better total portfolio returns
Don’t let the Magnificent Seven divert you from the basics of investing – everyone focuses on 2023 but ignores weakness in 2022.
December 2023
How to create the best passive portfolio
Index investing can and likely should be a solid proportion of a portfolio. But it’s not just about picking an index and allocating.
November 2023
What investors need to know about companies with high cash flows
Cost-cutting or delaying on the basics may be one of the bigger flaws in corporate cash allocation. Qantas is a classic example.
October 2023
Obesity drug sell-offs based on ‘guess work’
The quandary of equity valuation is demonstrated by the sell-off of CSL and ResMed on a yet-to-be-proven assertion about obesity drugs.
September 2023
Dust still to settle after most aggressive rate cycle in decades
The backdrop for investment assets has changed, even though it might not appear so at first glance.
August 2023
These customers are the secret to Apple’s massive success
The tech giant has a captive audience akin to Stockholm syndrome, but few big cap Australian equities have a strong hold on their customers.
July 2023
Why you need to lower your expectations on returns
Off the back of market rallies, conflicting scenarios mean it’s time for a reality check.
June 2023
It’s worth investors sticking around as ESG reinvents itself
With AI being sold as the solution to everything, responsible investing is maturing and likely to prove naysayers wrong.
May 2023
Forget interest rates and inflation – this is what you should focus on
Rather than the daily fodder of mindless data, long-term investors need to zero in on companies’ societal and institutional influences.
The key to spotting the next Amazon or Google
How company founders – and investment trends – adapt to changing circumstances is key to long-term returns.
April 2023
How to pick winners while others panic
With banks and other sectors caught up in market volatility, watchful investors who know the right questions to ask can profit.
March 2023
The ‘flexible’ investing approach that will keep your portfolio afloat
In the ideal world one gets in ahead of the curve, but this time the “natural order” may have to be re-established before a call can be made.
February 2023
Why it’s time to hedge your portfolio
As central banks battle inflation a likely ‘revenge rally’ by the US dollar will give investors pause for thought.
November 2022
How to get your head around investing for growth
Listed companies are under constant pressure to spruik their potential even if they would be better served by taking a raincheck to consolidate cash flow.
How to beat the investing traps in shonky ESG funds
ESG as an afterthought or add-on no longer cuts the mustard. Funds need to emphasise their focus rather than falling under an ethical umbrella.