When looks can be deceiving

Andrew Macken

As happens four times per year in global equity markets, publicly-listed companies recently reported their results for the third calendar quarter of 2018. This is not only an enormous undertaking for the disclosing businesses, it is also a busy time for equity analysts and fundamental investors who carefully dissect disclosures... Show More

Rising rates and a falling dollar put the squeeze on mortgagees

Andrew Macken

For Australians with a mortgage, there’s a good chance life is feeling somewhat tougher – and for good reason. For one thing, mortgage rates are increasing. Meanwhile, the Aussie dollar has been depreciating against the US dollar, which is eroding the global purchasing power of all Australians. Unfortunately, these dynamics... Show More

Why the Aussie is up and the Greenback is down

Andrew Macken

Has the recent weakness in the US dollar surprised you? Has the strength in the Aussie dollar had you scratching your head at all? To many, including your author, these moves have been counter-intuitive to some degree. So what could possibly be placing downward pressure on the Greenback and upward... Show More

Fund manager fees and fallacies

Andrew Macken

Imagine you wrote an annual letter that was read by investors worldwide looking to you for guidance. What would you write about fund manager fees? When addressing the collective, there really is only one answer: the lower the fees the better. Show More

Could lower fees ever be bad for investors?

Andrew Macken

A topic of considerable interest in investing circles today is the current boom in indexation and low-fee passive investing. It is certainly worth thinking about given the global exchange traded fund (ETF) space has grown to more than US$4 trillion, according to data provider ETFGI. Show More

How long will your pay rise last?

Andrew Macken

Since the beginning of the new year, Australians have received around a 10 percent pay rise. But this is not your typical pay rise. This pay rise does not result in more dollars in your bank account. Nor does it mean you can afford a bigger Australian home. So what... Show More

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