investment strategy

“The measure of intelligence is the ability to change.” - Albert Einstein They say the only constant in this world is change. At any moment, a black swan event could...

Invest in inflation. It's the only thing going up. — Will Rogers Every day we read about higher costs of food, energy and property via higher interest rates, while...

Stocks go up, stocks go down. And whoever observes share markets on a daily basis fully well knows there are all kinds of variations in between. One thing remains,...

In the world of investing, there is always plenty of chatter about what a "quality" company looks like. Almost everyone would probably agree that profitability is a...

First, it was "unprecedented". Then, it was "transitory". When that left the airwaves, US Federal Reserve chairman Jerome Powell told us all to "retire" the word in...

The value investment style has faced material performance headwinds for a prolonged period, as evidenced in the long run of relative underperformance of Value-style...

A garden variety share market in 2022? No chance. But the weirdest anomaly is in stockbrokers' recommendations. As of the end of April, total ratings among the seven...

Uninvestable is a brutal description reserved for extreme situations. Chinese equities is not one of them, says Kerry Craig of JP Morgan Asset Management, who joined...

For more than two decades, investors have put faith in the value of the traditional 60:40 portfolio (1). This portfolio structure was designed to protect investors...

If there is one thing investors can be sure of it's how uncertain everything is. Will inflation spin commodities into another supercycle? Will Anthony Albanese know...

Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong comeback rally throughout March, a lot of head scratching...

With four months until the next Australian corporate earnings season, having not long ago finished reading half-year reports, it might seem too soon to start...

Twenty-seven years ago the US Federal Reserve started lifting interest rates and instantly changed market sentiment and the direction of equity indices. The shift was...

Investors are keenly focused on how policymakers will react to current levels of inflation. Will it subside without robust intervention (as supply chains overcome...

This might come as a surprise, but reading through investment strategy reports for 2022 and listening to fund managers, there is far more agreement than disagreement...

It's not earnings that drive share prices but surprises in earnings, says Alphinity Investment Management's Jeff Thomson. "It's that surprise in earnings, where...

One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as:...

Investing in growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted business models and misjudged...

Financial markets have proven too much of an enigma for many an investor and share market commentator in 2021. Is it all about elevated valuations, an abundance in...

Following Medallion Financials recent Livewire education piece “How to transform your portfolio” , I thought this Wire would be worthwhile in order to add further...