long term investing

This week we look to next year, after one of the most tumultuous global and market environments in living memory through the lens of our popular mega trends...

Blame Canada! That's where exchange-traded funds (ETF) came from; the inaugural fund, known as Toronto Index Participation Shares (TIPS), listed in 1990 and tracked...

The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. ...

The Covid Crash was a stark reminder of the virtues of a long-term mindset and a focus on high-quality companies. It’s old hat for us at Lakehouse Capital, though,...

We are long-term investors and as such we do not tend to focus on the 6 monthly results cycle like many investors out there.That’s not to say we ignore it but we look...

Who better to explain the principles of successful investing than former Future Fund Guardian and former Chairman of Goldman Sachs Australia & New Zealand? In this...

Paul is Koda’s founding CEO and an experienced endowment investment committee member. Paul explains the fundamental principles of successful long-term investing, how...

Please join me and Sol Ahn, Co-Portfolio Manager of Mirae Asset Asia Great Consumer Equity Fund in a webinar on Tuesday 16 June 2020 at 12.30pm (AEST). We will be...

The coronavirus crisis is first and foremost a human crisis and my thoughts are particularly with those on the front line of this battle. But, of course, it's...

The last two weeks have been brutal for investors, with major indices descending into bear market territory with a sense of aggression reminiscent of when the 2008...

Six days was all it took for the S&P 500 to tumble more than 10% by late last week. That’s the quickest correction in history, according to Deutsche Bank Global...

2020 has seen a very noisy start to the year with one major event with significant human and investment market implications after another. For Australia it started...

Firstly, I want to wish all readers a very happy and prosperous 2020. The new year has seen equity markets continue their seemingly unstoppable march higher, with...

With world markets looking like they will end the year well, it remains somewhat stunning just how disbelieving most people are about the strength of global equity...

In the 1980 blockbuster, The Empire Strikes Back, Master Yoda utters the line: “Difficult to see. Always in motion is the future”.If Master Yoda hadn’t been a Jedi...

There is a simple secret to building long-term wealth - earn consistent, attractive returns on capital, re-invest these returns and allow them to compound and...

Donald Rumsfeld famously called them ‘known-unknowns’ - things we sense are important but don’t fully understand and cannot predict. Bob Dylan put it well, too, when...

As Peter Lynch once famously said “You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t...

Why now? This is what Japanese football fans asked themselves on the eve of the current edition of the FIFA World Cup. The Japanese Football Federation had just sacked...

In his latest investment insight, Rob Lovelace, Vice Chairman of Capital Group, explores the profound changes occurring in global trade and key themes investors should...