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
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 :)