July 2023
- Analysis
- Sharemarket
These small caps are hugely attractive (if you’re brave)
There will opportunities for bargain hunters as the economy slows in the next 12 months with many beaten-up small caps trading at 52-week lows.
June 2023
‘Better value’ from niche property trusts in volatile times
Unlike large A-REITs that mostly invest in office, industrial and retail assets, these own specialised assets that are less cyclical.
- Analysis
- ETFs
11 ETF strategies for income investors
From cash to emerging markets, investors can squeeze more yield from their portfolio if they know where to look.
These ETFs use hedge fund tactics (and could boost your income)
Options exchange-traded funds are bringing the “covered call” strategy normally reserved for institutional investors to everyday portfolios. But there are downsides.
December 2022
Six sustainability ETFs worth watching
Whether you’re looking for thematic or more conservative funds, these are the ones that should be on your watch list for next year.
Time for a fresh look at climate change ETFs
After heavy losses, company valuations in climate exchange-traded funds are more attractive to new investors. This is how to use them in a portfolio.
November 2022
Why small-cap stocks could hit it out of the park
In baseball terms, the commodities super-cycle is only “deep in the first innings (of nine)“.
Nine small-cap stocks to pick up at bargain prices
Fundies like them because they’ve got greater earnings certainty, and they look undervalued.
What investors need to look for in small-cap wreckage
If the bears are right, then stocks can go lower in 2023. But cashed-up investors will find rich pickings. When the turn comes, it will be fast and large.
July 2022
How you can invest in infrastructure
With few companies on the ASX, it’s best to buy global via ETFs, listed investment companies or managed funds.
Why it pays off having infrastructure in your portfolio
As inflation soars, a recurring theme is to invest in companies that provide essential products and services and can pass on price increases.
June 2022
- Analysis
- Managed funds
The best managed funds for income investors
Using listed or unlisted funds for yield, and reviewing portfolio asset allocations to ensure sufficient diversification, is a better strategy than picking stocks.
Blue-chip stocks provide little shelter in this market storm
Investors have come to rely on dividend income from banks and miners. But extreme volatility and rising interest rates mean it’s time to revisit cash and bonds.
May 2022
Small-cap funds to watch
Those that hold lots of resource stocks have done well. But that dynamic won’t last forever.
Smashed small caps that can turn into portfolio treasures
The best time to buy is when they get badly oversold. Professional investors share the stocks they like and what to watch out for.
April 2022
How to stop inflation getting away with your wealth
Experts recommend a carefully targeted portfolio including commodities and firms with pricing power to help avoid negative returns and loss of purchasing power.
March 2022
10 ways to ‘bubble-wrap’ your investments using ETFs
When risk aversion grows, the focus swings to premium companies that can pass on price rises and weather geopolitical and market volatility.
February 2022
The 2021 floats that these fundies are waiting to buy
The latest market sell-off is a reminder that it pays to wait when investing in new listings, as IPOs from the past year trade at lower than their issue price.
December 2021
14 disruptive trends you need to know about in 2022
The choices facing investors are daunting – to stay on track and miss out or take a leap into almost unimaginable change.
November 2021
Health stocks to watch as pandemic eases
Pacific Smiles, NIB and Monash IVF are among the companies favoured by fund managers.