Expert Insights

A priceless tool for any investor

Corporate culture is a hallmark of quality businesses, yet often overlooked by investors in favour of more quantitative touchpoints. A quality culture can drive...
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Finding the next generation of winners

Like the Big Four in tennis, tech’s Big Four – Apple, Facebook, Alphabet, and Amazon – are generally closer to the end of their ‘career’ than the beginning. While they...
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The big picture for Australian property

Residential property tends to draw a lot of attention when investors get talking about Australian property. But with a market of more than $100 billion for industrial...
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The 5 traits of truly resilient dividend payers

'Unprecedented' was a word thrown around incessantly throughout 2020, and once again it is the perfect word to describe the recession that hit our shores. Alan...
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Rudi: It’s a new bull market and Value stocks are back

It has been one way traffic for nearly a decade in the value vs growth debate, and betting against those growth darlings has been a painful, frustrating and costly...
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AMP
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James Marlay
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Coolabah: RBA cash rate should be -3% to -4% hence QE to infinity

In November, Australia entered uncharted territory as the RBA announced the introduction of Quantitative Easing (QE) via $100 billion of purchases of 5- to 10-year...
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2 undervalued opportunities amid the market mania

The atmosphere in the investment world of late has been nothing short of electric. In the space of a mere few days the VIX has spiked and fallen, GameStop - and now...
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How to play the rush to supercomputing

It’s said that it was more profitable to be a pick and shovel salesman during the California Gold Rush than it was to be a gold digger. In the war of attrition for...
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Riding the online sales boom

Online sales boomed in 2020, rising by upwards of 70% year-on-year during large parts of the year. But what goes up doesn’t always come down. While growth rates will...
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The most exciting 'boring' company in the world

When looking to invest, many are drawn to the most exciting and attention-grabbing stocks. When this happens, good quality businesses with attractive growth profiles...
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One simple way to boost your portfolio's performance

Warren Buffett has famously been quoted as saying: “The first rule of investing is ‘Don’t lose money.’ The second rule? ‘See the first rule’.” This might seem...
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4 reasons ETF investors should be smiling in 2021

Australian exchange-traded fund investors should be optimistic as 2020 tapers off and a new year approaches after the listed vehicles passed their biggest trial by...
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The 3 C’s of finding great fund managers

Buying high-quality businesses at reasonable prices and holding them for the long term is generally accepted to be the best approach for finding great stocks. But how...
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Multiple markets, more opportunity

Companies with truly global reach have a few key advantages in being able to tap international opportunities and minimise risk exposure, says BlackRock relationship...
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8-11% dividend yield... it's not impossible

In a recessionary world with low-interest rates, an investor’s ears might prick up at the mention of an 8-11% dividend yield. But investors would be even more...
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Sifting through the rubble: James Gerrish picks eleven stocks to rebuild in 2021

Low-interest rates, government stimulus and a post-COVID structural shift in equities will define markets in 2021 according to James Gerrish of Market Matters. As we...
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DOW
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What should Australian portfolios look like in 2021?

The ‘average’ Australian portfolio in 2020 still looks remarkably similar to those of years, or even decades, earlier, says Anthony Murphy, Chief Executive Officer at...
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Active management is key to fixed income alpha

Smart active managers in high-grade credit can find and exploit bond mispricings to generate alpha (or capital gains) that is as big, if not bigger, than the yield...
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Why the office is not dead

When office spaces shut down globally in March, investors were quick to sell off office leasing spaces. But nine months down the track, the city is becoming slightly...
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Really bullish, there's more to go in the reflation rally

A powerful shift rocked markets as the maligned value index rallied 17% in November, leaving the growth index in its wake. The move ignited animal spirits of value...
ANN
MP1
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Healthcare and two more themes investors like right now

CSL is a darling of the Australian equity market and a poster child for investing in the healthcare sector. At one point in 2020, CSL became the most valuable company...
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Investing in the big picture

Clean energy and avoidance of fossil fuels are perhaps the first things that spring to mind when thinking about environmental, social and governance investing. And...
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Why ASX hybrids are likely to perform strongly

The major banks’ ASX hybrids are expected to perform strongly in the period ahead as their credit spreads compress back to pre-COVID levels and we move past a torrent...
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There's still opportunity in global REITs

With global lockdowns being reinstated, particularly in Europe, one would think that the global REIT market is one to avoid. But the opportunity in this space could be...
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How to play the next structural growth trend

Many Australian investors currently own Afterpay shares, or have at some stage been invested in the buy-now-pay-later giant. Its fantastic management, stellar business...
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