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James Wright

March 2024

The decline extends beyond pure-play renewable companies to firms involved in EV charging, energy storage and heat pumps.

Green energy stocks have been belted. What comes next?

Dismissing the sector’s long-term potential based solely on short-term underperformance would be a mistake, writes James Wright.

February 2024

Look beyond Magnificent Seven to find next AI winners

The sheer scale of these top tech stocks makes the hurdle to maintain their earnings growth rates more difficult to achieve.

November 2023

AI will no doubt be disruptive to many industries and provide substantial productivity and reforms in others.

The practical steps that will keep you nimble in AI investing

Investors will need to be well-informed and cognisant of the opportunities and risks to their investments as innovations are unleashed.

September 2023

Why family offices are rethinking their asset mix

With troubles across their portfolios, they are scrambling to rediscover defensive income.

August 2023

While investing in agriculture can offer diversification and potential rewards, it is essential for investors to understand the risks.

How to invest in agriculture without buying a farm

The portfolio thesis for investing in agriculture is compelling – this is how to gain exposure.

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July 2023

Equity markets are clinging to the Goldilocks outcome for the next year.

Dark clouds hover over Goldilocks scenario

With increasing volatility and higher yields from bonds and cash, it’s important to know the premium you’re being paid for riskier assets.

June 2023

Small caps present unique opportunities for investors due to their potential for substantial growth, diversification benefits and the potential to be acquired by larger players.

As times get tougher, it’s time to look for resilient small caps

Smaller companies are often nimbler, allowing them to respond quickly to changing market conditions, adjust strategies and capitalise on emerging trends.

May 2023

Volatility strategies aim to capitalise on the price fluctuations and inherent uncertainty in financial markets.

How volatility can make you money

Rocky markets can throw up unique opportunities for nimble investors.

April 2023

While the cost of housing construction has risen around 30 per cent, the capacity of investors to borrow is estimated to have fallen 25 per cent.

Why property price falls are just the tip of the iceberg

Soaring construction costs, plunging borrowing capacity and a growing divergence in listed and unlisted valuations means the pain from this cycle is yet to fully play out.

March 2023

Central banks have been walking a delicate tightrope for months.

How to be ready when the sharemarket bargains arrive

With the risk of more blow-ups and cheaper equity prices on the horizon, investors should ensure they can act on opportunities.

February 2023

Miners lacked capital discipline in the last commodity boom but have shown more restraint in the most recent period.

How to spot companies most likely to deliver consistent returns

This key metric is even more important now that we have entered an environment of higher inflation and interest rates.

January 2023

Yes, you can get solid returns with impact investing

There’s a misconception that you can’t make a return on your investment as well as having a positive social or environmental impact.

November 2022

Why ‘sticky’ inflation may keep rates higher

Markets appear to be underestimating how difficult it will be to fully squeeze inflation out of the system.

October 2022

After the invasion of Ukraine, numerous global companies had substantial business operations in Russia which were rendered virtually worthless overnight.

Why concentration is the biggest risk to your portfolio

Concentration has been quietly increasing in most equity benchmarks and is challenging diversification benefits, with exposure to Russia the most recent to bite.

September 2022

Individual investors will often make much bigger portfolio changes but have a tendency to be driven by emotion or passion rather than insight.

Avoid information overload to make good investment decisions

The idea that volatility and drawdowns are irrelevant is simply lazy portfolio management, particularly if your mantra is capital preservation.

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August 2022

Short-term changes in the Australian dollar can really affect how an investor feels about international equity returns.

How to manage Aussie dollar volatility

Three-monthly implied volatility for the Australian dollar is more than 12 per cent, which can leave many investors feeling uncomfortable.

The negative network effect cascades across firms and markets like a row of dominoes.

Beware the unwinding of leverage as interest rates rise

It is surprising how often the precursor of a big crisis is the collapse of some nondescript firm or fund – the deleveraging cycle can be very painful.

July 2022

Economists have been blindsided by the sudden rise in prices since the start of 2021.

Monetary policy can’t engineer a soft landing by itself

Returning inflation to target without adverse recessionary consequences hinges on the supply of goods and services returning to normal.

June 2022

A bipartisan commitment to the path to net zero has the potential to unleash significant capital into energy production.

Watch for policy changes that will affect your investments

With global inflation at uncomfortable levels, cash rates on the rise and a new appetite for reform, it’s wise to stay alert.

May 2022

Investors will be hoping central banks can engineer the Goldilocks outcome to avoid negative returns.

Time to recheck your risk profile fits your tolerance for market drops

Central banks are walking the tightrope hoping to deliver a soft economic landing with a benign inflation outcome.

Original URL: https://www.afr.com/by/james-wright-p4yw1m