May 2024
- Opinion
- Pathology
This routine health test is an investment opportunity
The share prices of pathology companies are below pre-pandemic levels and the world will need more blood tests.
April 2024
- Opinion
- Investing
The best private credit opportunities are in the US, Europe right now
Target returns from private credit are around 5 per cent to 6 per cent above the RBA cash rate.
March 2024
- Opinion
- Investing
Supermarket wars will throw up bargains for investors
As the noise from the various inquiries reaches fever pitch, investors may be presented with opportunities to buy shares in good quality supermarket businesses for a discounted price.
February 2024
Why short sellers could be wrong on Pilbara and IDP
Short sellers are not always right, but investors need to understand their thinking, say the experts.
December 2023
- Opinion
- Commodities
Time to sift through lithium wreckage
Professional investors say demand for lithium is likely to soar due to big increases in how much is used in electric vehicles.
November 2023
- Opinion
- Sharemarket
In times of war, investors shouldn’t sell first and ask questions later
Here’s what to watch both in the Middle East and the Russia-Ukraine conflict.
September 2023
- Opinion
- Sharemarket
Should you invest in Qantas?
Its P/E ratio has fallen to five times earnings. Compared to global peers where the median P/E ratio is 6.6 times, this makes the airline one of the cheapest in the world.
August 2023
- Opinion
- Stock picking
A cheat sheet for investors this earnings season
Fund managers will be scrutinising profit results for signs that companies are struggling with inflation and a higher Australian dollar.
July 2023
- Opinion
- Sharemarket
Why it’s still worth investing in oil and gas
The demand for oil remains elevated while supply is constrained due to a general underinvestment in exploration since 2014.
June 2023
- Opinion
- AI
Artificial intelligence opportunities in more than just big tech
But disruption moves fast and investors need to balance their thinking between big potential profits and threats.
May 2023
- Opinion
- Big four
‘Best days behind us’ for bank stocks
While the big four appear well provisioned for problems in their home loan books, profit growth is likely to be difficult to come by.
- Opinion
- Ageing
Ways to invest in the Baby Boomer megatrend
With the population over 65 expected to grow at twice the rate of the Australian population, likely winners include healthcare companies and financial services.
April 2023
- Opinion
- Australian recession
How to recession-proof your portfolio
Based on previous recessions, we look at which investments hold up better during periods of economic stress.
March 2023
- Opinion
- Investing
How investors should position for reopening of China
Direct consumer plays, luxury cars and tourism are among the sectors set to benefit.
February 2023
- Opinion
- Shares
The 5 traps most likely to snare investors
Avoiding permanent capital loss increases investment returns – this is what you need to watch out for this year.
November 2022
- Opinion
- Sharemarket
Medibank crisis: Will the patient recover or is this terminal?
Investors need to balance Medibank’s attractive price against the risks from customer loss and potential legal action.
- Opinion
- Commercial real estate
The down-and-out REITs worth buying
Want to know which real estate investment trusts to add to your portfolio at bargain prices? This is what you need to consider.
October 2022
- Opinion
- Sharemarket
Investing for a recession? Tread carefully
If your instinct is to sell everything and move to cash, read this first.
September 2022
- Opinion
- Sharemarket
What investors should take away from the reporting season
With inflation likely to remain elevated for some time, investors need to assess how much companies can pass on higher costs to their end customers.
August 2022
- Opinion
- Sharemarket
Investing in aged care not always easy
Despite the seductive demographics, changing regulations and the reliance on government funding make consistent profits challenging.