Expert Insights

Is the downside priced in for Telstra?

The list of problems facing Telstra is well known: falling revenues as the NBN rolls out, and declining market share in mobile. As the payments from the NBN begin to...
TLS
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The big trends in dividends

Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a...
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RIO
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Two risks rising in the background

In Australia today, growth is forecast to be around 2.5%, commodity prices are stable, jobs are strong, and inflation is low and stable. But in the background, risks...
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How to prepare for a ‘doomsday scenario’

10 years into the recovery, and with valuations close to or at historical highs, there’s little denying that we’re getting late in the cycle. However, Amit Lodha,...
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The biggest structural value trap today

If you can find a cheap stock in this market, are you buying value or buying a value trap? In this video, Warryn Robertson, Portfolio Manager at Lazard Global Equity...
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Lithium producers as takeover targets

Mergers and acquisitions activity has picked up in the last 12 months, as sentiment has finally allowed more deals. Luke Cummings, CIO at Harvest Lane Asset...
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A big night out for credit markets

When a triple-B-rated utility company issues a 3-year bond at a negative yield, perhaps it’s time for the credit cycle to call last orders at the bar? Gopi...
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Where the bush fires start

When looking for potential problems in a company, the first place to look is the balance sheet. Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund,...
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The only free lunch in finance

There are no free lunches in finance, but for Australian investors, franking credits can be the next best thing. Luke Cummings, Chief Investment Officer at Harvest...
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There's value emerging in bonds

Stuart Dear, Deputy Head of Fixed Income at Schroders Australia, believes that value in bonds has improved in both absolute and relative terms. The yields on offer in...
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The perfect deal and how to find it

An unconditional offer is the holy grail of mergers and acquisitions, but such deals are rare, says Luke Cummings, CIO at Harvest Lane Asset Management. In this short...
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Stacking the odds in your favour

When looking for mispriced opportunities, it’s important to separate what a company says from what it actually does. Simon Shields from Monash Investors Limited...
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Misplaced fears in defensive assets

Bonds are typically viewed as a defensive component of an investor's portfolio. They tend to perform best when your riskier assets are doing poorly. Stuart Dear,...
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Make the hard decision

Even Warren Buffet only gets 6 out of 10 calls right. So investors of all stripes should be prepared to respond appropriately for the calls they will get wrong. In...
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A profound med-tech breakthrough

Catherine Wood, CEO and CIO at ARK Investment Management (ARK), invests on the cutting edge of robotics, energy storage, next-generation internet and blockchain...
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A tale of two shorts

While some investors may sell short to offset other positions, Simon Shields from Monash Investors Limited explains that they engage in shorting to make money. One of...
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How to model the timing of a US recession

There's been a fair bit of talk about a pending US recession. Much of this chatter has been fueled by simple analysis of the slope of the yield curve, which is widely...
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Why is energy such a burning issue?

With a 38% increase, energy was the best performing sector on the ASX last financial year. In this short video, Stephane Andre, Principal at Alphinity Investment...
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IPOs: Sorting the winners from the losers

The average return on new listings in 2017 was over 60%. Having some exposure can add to your returns, but there are plenty of landmines to avoid. Cyan is active in...
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The bigger picture for Tesla

Tesla shares have bounced back toward all-time highs to put them up 17-fold over eight years. While debate rages over the balance sheet and the delivery of the Model...
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A change in leadership on the ASX

As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors Limited. Recently, mining...
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A ‘strongly undervalued’ midcap miner

Copper may have stumbled recently, however a constrained supply side paints a very bullish picture over the long-term. Resources expert Stephane Andre, from Alphinity...
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Should bond investors worry about rising yields?

Bonds are typically viewed as a defensive allocation in portfolios, however, in a world of rising interest rates, there are concerns about the impact this will have on...
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Afterpay: Silencing the doubters

When an Australian company achieves extreme success, there are always plenty of investors doubting the valuation and outlook. Just look at Blackmores, Corporate Travel...
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Winners and losers from the trade wars

Trade tensions between the US and China now pose a real risk to markets, with leading indicators pointing to lower global growth. We sat down with Stephane Andre,...
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