Throughout the year, Invast has been launching many strategies onto the PortfolioInvestor platform. We now have around 46 strategies made of up many individual equity exposures – producing hundreds and thousands of variations. We realised that many in the market want a core portfolio allocation around various asset classes, so... Show More
The decision came out over the weekend and got pretty much no attention in Australia. It’s probably one of the most important things for every single Australian investor to be aware of. China is the second largest economy in the world. It’s the biggest in our region and our largest... Show More
It's a famous quote from Warren Buffett - one that goes to the heart of long term investing. We draw on that this week and discuss the implications of the negative news cycle on investment strategy. Sydney property prices have grown by an average of 5.5% every single year since... Show More
Today the cash rate is at 2.00% and many economists predict it to fall to 1.5% by mid next year. The thing about human beings is that we find it very difficult to see into the future. We’re poor at predicting, opting to stay within the confines of our own... Show More
We spent a week in China last month, walking the streets and talking to a whole range of people. Most people who comment on China and form so called expert opinions have never been there nor comprehended the sheer scale of what is going on. We decided to go and... Show More
As the share market lost $50bn on Tuesday and fell below the 5000 level, we thought it would be an important opportunity to do some comparable research and see what has performed better – shares or property. It’s a question that many investors contemplate and it's one that we hear... Show More
The Brisbane property market is a key area of focus for our research team – not only is the valuation gap between Brisbane and Sydney near an all-time high but the huge level of government investment into infrastructure around the inner-city Brisbane market is very significant. Show More
The Liberal party's decision to elect Malcolm Turnbull as leader was heavily expected before the next election by most analysts. It was only a matter of time - how and when. We don't intend to get into the politics of the decision - whether or not it was correct or... Show More
EPG recently spoke to ABC News 24 as part of our monthly guest commentary. Our discussion focused on a whole range of issues including the current stock market pullback, the impact of a falling currency on the Australian economy and the outlook for future economic growth in Australia. As of... Show More
Throughout history, markets have risen and fallen. This is nothing new. Each time though, the market correction is driven by a new important factor. In 2009, the market fell because of the unsustainable lending in the US economy. In the late 1990's, it was the Asian currency crisis. This time... Show More
We’ve had many readers and business partners contact us asking about recent banking changes, interest rate movements and other market factors. These are important, but not the most important thing to worry about. Building and developing your ‘way of thinking’ correctly and understanding the psychology of investing is the most... Show More
Prudent lending is always a good sign of a healthy financial system. It’s been a long time since Australia had a recession or banking crisis. We watch the news and see this happening constantly around the world. For example, Greece’s stock market fell by more than 20% when it reopened... Show More
We watch the Canadian economy very closely, despite being on the other side of the world. Canada is still a member of the Commonwealth, like Australia and it also has a very similar economic composition. Both Canada and Australia have similar sized economies as measured by Gross Domestic Product (GDP).... Show More
WE'll leave the hysteria to one side and focus on the facts in presenting our outlook for the new financial year. RP Data estimates the total value of residential housing in Australia at around $6 trillion. To put this in perspective, the total value of the Australian stock market is... Show More
We recently completed a teleconference with clients based in San Francisco. With their permission, we have written the following analysis this week. Our discussion centered on several factors and then concluded on the impact of Chinese buyers in the Australian market. They had heard about rising activity through the internet... Show More
Hockey told reporters this morning the underlying deficit will come in below $40bn - which if true is better than the mid year economic review forecast. This is surprising, since the RBA has cut rates twice in anticipation of a slowing economy. We'll get a better idea of the composition... Show More
Some of the most common questions we are asked are “what do you think of Sydney property prices”, “are property prices sustainable” and “how much further can the property market go”. All very good questions. For us the answer lies in three important factors - Interest Rates, The Stock Market... Show More
One of the most important things to have occurred over the past week is the recovery in commodity prices. It suddenly feels like things are starting to improve in the Australian economy. This is important because it means less pressure on Australia’s economic growth and less drastic moves by the... Show More
Last week we discussed feedback from large, wealthy, experienced investors. We published some of this feedback to our readers and tried to broadly build a picture for how we think the overall investment environment will play out over the next year or two. We ended our note by saying keep... Show More
Few interesting deals to have come through our office over the past week. One thing that really stands out is who the deals are coming from - smart, well informed and experienced investors. It's not always wise to draw a complete market generalisation based on the actions of a few.... Show More
Cheers James. Thanks for the sending through the questions. Would love to keep getting them from Livewire community.
I agree. PAN and MCR looking good.
It's in play, hard to say who will come up with a firmer PE. My guess is rival will only pay more in hope of securing the property book. Big development site in Sydney.
Cheers James, lets see :)