The market rounded out the week the same way it started with a soft day’s trade resigning the index to a poor week, down -1.4%. The banks & resources took a hit on trade fears as another Canadian national was detained in China. It appears the trade truce has only... Show More
The G20 Summit was shaped up to be important for global markets, with the potential for an agreement between President Xi Jinping and Donald Trump. Though we have seen tensions ease on tariffs, the US-China trade dispute won’t go away, explains David Polak, Investment Director at Capital Group. Show More
At age 37 Chris Stott has called time on his investment career at Wilson Asset Management. Given the current state of markets I took the opportunity to have one final chat to hear his views on the year ahead. He presents a bearish outlook for the Australian economy fuelled by... Show More
Since launching the application in Australia in February 2016, the platform has experienced rapid customer and FUM growth with the platform having over 175,000 active users and $261.5m FUM at 30 September 2018. The company launched Raiz Invest Super in July 2018 designed to help build wealth for retirement in... Show More
We are all familiar with the Maginot line. A fortified defence on the border of France and Germany, built by France mostly in the 1930’s to prevent a German invasion. Show More
In this podcast, Andrew Pridham, CEO of Moelis Australia tells us: "The one thing that all good businesses have is good people, a really clear vision of what they want to achieve and they are not worried by short-term volatility. They have a plan and they stick to it." Show More
Today I write that in 1992 Paul Keating created forced public saving via superannuation yet, in an unusual oversight for an otherwise inspired policy, offered no public super solution (click on that link to read the full column or AFR subs can click here). Excerpt only: Show More
JEHANGIR MEHER
Yes please. I would move my super into that Fund.
November was another difficult month for investors. But it is useful to note that as recently as five years ago investing in high growth companies as a mainstream strategy seemed risky. The idea that a Fortune 500 business would begin moving its IT department (as for example Kellogg’s did) in... Show More
As the Eley Griffiths Group stock-picking competition nears its final weeks, here is a quick update of the leader-board. A confluence of events including heightened trade tensions, an oil price correction, Brexit, midterms and a general repricing of growth expectations have seen significant challenges for both developed and emerging markets.... Show More
You don’t have to look too far to find a list of stocks with beaten-down share prices following the recent market clean out. Figuring out which ones are going to bounce back, however, is the trickier task. These turnaround stories are not for the faint-hearted, but the returns can be... Show More
Maxwell Percy
Thanks team for your excellent contributions during 2018. I have not only enjoyed and learnt from them but also appreciated spending your time in preparing each episode. Best wishes a [...]
James Marlay
Hi Max, thanks for your kind words and glad you enjoyed the shows this year. Safe investing for 2019.
In my time at University (which seems like a lifetime ago) I recall two types of lecturers: Those that guided the students towards what to expect at exam time, and those that didn’t. Show More
Rob Matthews
Excellent article Michael
The market stumbled into the close today, despite some reasonable overseas news flow and market leads. The ASX200 opened around flat on the day, before climbing its way to a solid 28point / 0.5% gain at its 1PM peak before some nervy investors took some money off the table throughout... Show More
Nufarm is an Australian company that specialises in chemical crop protection globally. It produces products to help farmers protect their crops against damage caused by weeds, pests and disease. Show More
I can honestly say that as a father of two young kids, having a baby for the first time is definitely the most rewarding thing I've ever done. But I tell you what, it's tough. I mean, think of all the dirty nappies, the endless crying, the spewing, and my... Show More
With the housing market continuing to make news, we examine nationwide house prices relative to changes in income, lending rates and a measure called ‘hypothetical borrowing power’, to assess how they compare to 'fair value'. Show More
Dr Jerome Lander
Having predicted the market falls this year also, I can't wait to see the next article and how far Sydney needs to fall before it becomes fair value! The falls to fair value (or below) [...]
Tyler Purviance
Looking forward to the next installment.... I need to buy a house so wouldn't mind a correction
US companies had a strong run in earnings and revenue growth during 2018, with numbers largely surprising on the upside. A run like that looks unlikely in 2019, as the benefits of substantial fiscal stimulus from US tax cuts and greater public spending wane. US companies are already signalling that... Show More
Stanley Druckenmiller is one of the most accomplished macro traders the world has ever seen. He worked closely with the legendary trader George Soros at the Quantum Fund. In addition to being closely tied to Soros’ infamous ‘breaking’ of the British Pound, Druckenmiller made successful multi-billion dollar bets on the... Show More
Allegiance Coal, which is looking to develop their Tenas Coking Coal Project in British Columbia, has made major gains since our March 2018 update on the Company. Show More
Sydney property prices are now off more than 10% according to Corelogic data. While painful for property owners and investors, the effects go far wider than that. Speaking at a recent event held by IRESS and Livewire, Ben Griffiths from Eley Griffiths Group looked at the wider impact. Show More
In a panel discussion at Livewire Live in 2016, which you can see here, I described my worst fear at that moment: the danger of a trade war. In this wire, I revisit my thesis and ask what it means for investors. Show More
Stipe Nubbles
I would be very interested to know, in Mark's comment, "For the active investor, this may be a great time to show skill" what he means by "active investor." Is this a person trading co [...]