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Education

Professional investors distill techniques to improve and simplify investing.

Education

The key elements of a rock-solid balance sheet

In a bull market, investors focus on the income statement. But in a bear market, balance sheets come to the fore. Get both elements right and you’ve got the...
Patrick Poke
A Rich Life
Education

Don’t look for the needle in the haystack. Just buy the haystack.

Passive investing is becoming increasingly popular as more investors come to appreciate the liquid and cost-effective exposure it can offer in their portfolios and...
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Global X ETFs
Global X ETFs
Education

Defensive Equities: The best of both worlds

Surely few topics have had more column inches dedicated to them than discussions around predicting market peaks and troughs. This has become evident...
Christopher Dixon
Christopher Dixon
Cooper Investors
Education

10 medium to longer-term implications from the coronavirus shock

There has been much debate about the short-term economic and investment impact of coronavirus – on economic activity, unemployment, interest rates, house prices,...
Shane Oliver
AMP
Education

Clarity and Opportunity in a Covid-19 World

Collins St Value Fund Strategy Paper, May 2020 Written by Anton Lawrence - Chief Strategist Last month we were sitting, as we suspected, at the peak of the health...
Michael Goldberg
Collins St Value Fund
Education

A complete guide to LIC investing

There are now over 100 Listed Investment Companies (or LICs) and Listed Investment Trusts (or LITs) available for investors to choose from on the Australian Stock...
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Daryl Wilson
Affluence Funds Management
Education

Opportunity is ripe for active investors

The recovery we have seen in share markets since the low on 23 March 2020 has been the fastest rebound in history. Yet, the economic data has been dire with...
COH
QAN
Sinéad Rafferty
Fidante
Rapid Fire

Markets have got way ahead of themselves

The colossal bounce in global equity markets in the face of incredibly weak data has some experienced managers bracing for another leg down. Although equity markets...
APT
Alex Cowie
Alex Cowie
Education

Two consumer trends investors can't ignore

The Coronavirus Disease 2019 (COVID-19) is having a profound effect on people’s lives and livelihoods all over the world. This global public health emergency has...
Michael Cook
Lazard Asset Management
Buy Hold Sell

Buy Hold Sell: 5 value stocks set to prosper in a bear market

Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue? In this episode of Buy Hold Sell,...
JBH
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Buy Hold Sell
Livewire Markets
Education

Understanding nuances of renewable versus traditional infrastructure

Renewable infrastructure possesses several similar characteristics to traditional infrastructure, most notably the defensive nature and the diversified role it can...
Sam Reynolds
Octopus Investments
Education

‘Retirement trapped’: Australian retirees at high risk of COVID-19 fallout

Australian retirees are most at risk from the fallout of COVID-19, which is distorting perceptions, changing consumer behaviour and testing the mental fortitude of...
Betashares .
Betashares
Education

Bulls outnumber bears 4-to-1

Amid a pandemic that’s set to surpass 4 million infections, sink the global economy into deep recession and saddle taxpayers with a generation’s worth of debt, most...
Livewire Exclusive
Livewire Markets
Education

The Upside of Time in the Market

“Time in the market beats timing the market – almost always.” - Ken Fisher The idea of being able to time the market is emotionally appealing. After every significant...
Michael Massey
Koda Capital
Education

5 golden rules for capital raisings

National Australia Bank’s move to go cap-in-hand to shareholders has tipped coronavirus-induced equity raisings on the ASX well past the $10 billion milestone. For...
COH
+2
Vishal Teckchandani
Livewire Markets
Education

Why super and growth assets like shares have to be seen as long-term investments

This is an update of a note I wrote last November, but after the recent plunge in shares and the associated 10% or so loss in balanced growth superannuation funds...
Shane Oliver
AMP
Education

The Upside of Minimising Downside

Following on from my recent note “The Upside of Diversification” (available on the Koda Capital Insights page here), I want to now turn to a related theme that is also...
Michael Massey
Koda Capital
Education

Unintended Consequences of Government Policy

This last month or so has been a particularly challenging period for a lot of market participants. As a fund manager, volatility spikes can be disconcerting especially...
BGA
GNC
+2
Anthony Aboud
Perpetual Asset Management (Australia)
Buy Hold Sell

Opportunity or emergency? A guide to assessing capital raisings

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but in the midst of a severe and sudden collapse in earnings, they...
COH
+2
Buy Hold Sell
Livewire Markets
Education

The Upside of Maintaining Diversification

The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few...
Michael Massey
Koda Capital
Education

Pandemic reminds investors of some basic risk management principles.

The intensity of news flow recently has made events that happened only days ago feel like they took place in the distant past, and recent history – months or...
Pengana Capital Group
Pengana Capital Group
Education

Magic money tree - QE & money printing and their part in the coronavirus economic rescue

Along with massive fiscal stimulus globally to deal with the impact of coronavirus shutdowns on the economy, the last month or so has also seen massive monetary easing...
Shane Oliver
AMP
Education

A template for successful investing during bear markets

Coronavirus, something which most of us had never heard of a few months ago, has quickly established itself as a defining event of our time. Economies around the world...
Luke McMillan
Luke McMillan
Ophir Asset Management
Education

5 tips to help investors refocus on retirement

The current COVID-19 crisis and its consequential economic and market impact represent the first serious challenge to the new generation of investors in retirement who...
Matt Reynolds
Matt Reynolds
Capital Group
Education

10 tips for investing in uncertain times

With all the volatility in markets at the moment, we have outlined 10 key principals to help investors keep their wits about them. #1: The benefits of regular...
Fidelity International
Fidelity International
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