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  • Will we see any special dividends from the banks as bad debt loan provisions are unwound? Watch here.

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The winners and losers of 2020

latest feature

The winners and losers of 2020

Scott Phillips
January 13, 2021

A lot will be written about events in calendar year 2020 and the impact COVID-19 had on many facets of our lives, not to mention the huge volatility in financial markets. Interestingly, when we look in isolation at the calendar year returns of the S&P/ASX 300 Accumulation Index (which includes the returns from dividends), the market was up a tiny 1.4 per cent. continue…

A lot will be written about events in calendar year 2020 and the impact COVID-19 had on many facets of continue...

by Scott Phillips Posted in Global markets, Market commentary
  • save this article
Screen Shot 2020-12-22 at 9.50.00 am
Ingenia’s holiday park market is booming!
December 22, 2020
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Screen Shot 2021-01-21 at 11.08.41 am
Key things to look for in the February reporting season
January 25, 2021
by Joseph Kim
Screen Shot 2021-01-20 at 4.09.04 pm
How long will the recent outperformance of the banks last?
January 21, 2021
by Stuart Jackson
Screen Shot 2021-01-12 at 12.07.25 pm
Welcome to 2021. Play what is in front of you.
January 12, 2021
by David Buckland
Screen Shot 2020-12-22 at 9.50.00 am
Part 2 Ageing populations mega trend
January 6, 2021
by Gary Rollo
  • Screen Shot 2021-01-21 at 11.08.41 am

    Key things to look for in the February reporting season

    Joseph Kim
    January 25, 2021

    In this week’s video insight Joseph discusses the upcoming reporting season. We enter the February 2021 reporting season in a very different state to August last year, where expectations for the broader market had been revised downward due to concerns over the impact of coronavirus. We expect most sectors to be cautiously optimistic in their outlook statements given the rebound we have seen to date. Joseph identifies the sectors with pockets of clear strength.

    by Joseph Kim Posted in Video Insights.
    • watch video
    • save this article
    • POSTED IN Video Insights.
    Screen Shot 2021-01-21 at 11.08.41 am
  • V222012021_Cashrewards

    Why we invested in the Cashrewards IPO

    Gary Rollo
    January 22, 2021

    Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model.  And it’s only just getting going. Continue…

    by Gary Rollo Posted in Companies, Stocks We Like.
    • save this article
    • POSTED IN Companies, Stocks We Like.
    V222012021_Cashrewards
  • Screen Shot 2021-01-20 at 4.09.04 pm

    How long will the recent outperformance of the banks last?

    Stuart Jackson
    January 21, 2021

    In this week’s video insight Stuart discusses how the banks are positioned with a less economic fallout from the COVID-19 pandemic than first anticipated. Since the pre-COVID market high on 20 February 2020, the banks have generated a loss of 7 per cent compared to a loss of 3 per cent of the broader market over the same period, despite share prices outperforming in recent months.  The Price to Earnings multiple of the banks have been falling for some time as a result of margin compression and higher capital requirements reducing their return generated on incremental equity invested. Will we see any special dividends from the banks as bad debt loan provisions are unwound?
    Continue…

    by Stuart Jackson Posted in Financial Services, Video Insights.
    • watch video
    • save this article
    • POSTED IN Financial Services, Video Insights.
    Screen Shot 2021-01-20 at 4.09.04 pm
  • 20012021_Cloud computing: amazon

    Disruptive innovations are evolutionary not revolutionary: Part I

    Amit Nath
    January 20, 2021

    Few would dispute that cloud computing represents one of the most innovative technological disruptions in generations. Furthermore, many credit the breakthrough with the historic launch of Amazon Web Services (AWS) in 2006 when visionary, Jeff Bezos saw the future of IT infrastructure as on-demand, infinitely scalable computing resources, conveniently delivered over the internet. Continue…

    by Amit Nath Posted in Companies.
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    • POSTED IN Companies.
    20012021_Cloud computing: amazon
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  • 19012021_Five ways to build investment portfolios

    Five ways to build investment portfolios amid growing inequality

    Andrew Macken
    January 19, 2021

    Most investors are aware that COVID-19 is accelerating economic forces such as indebtedness, low interest rates and asset price inflation. But there is perhaps less awareness of another powerful trend that COVID is also accelerating: the ‘Gilded Age’-style economic inequality that has been emerging in recent decades. Continue…

    by Andrew Macken Posted in Investing Education.
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    • POSTED IN Investing Education.
    19012021_Five ways to build investment portfolios
  • 18012021_CCX

    City Chic accelerates global expansion

    Dominic Rose
    January 18, 2021

    In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration. Continue…

    by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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    • POSTED IN Companies, Consumer discretionary, Stocks We Like.
    18012021_CCX
  • 15012021_LNG

    Why the global LNG price is heading north

    Andreas Lundberg
    January 15, 2021

    Over the last couple of months, international LNG prices have been rocketing up. This is bad news for overseas consumers of our LNG exports and domestic consumers of gas, but could be positive for our gas producers and the Federal Budget, due to higher tax collections. The question is, how long will this run last? Continue…

    by Andreas Lundberg Posted in Energy / Resources.
    • save this article
    • POSTED IN Energy / Resources.
    15012021_LNG
  • 14012021_Growth stocks

    Growth Stocks and the Petersburg Paradox

    George Hadjia
    January 14, 2021

    In the current zero-interest rate world, where dovish Central Banks continue their accommodative monetary policy settings, future earnings become more valuable than under the previously higher interest rate regime (which is increasingly becoming a distant memory). Continue…

    by George Hadjia Posted in Investing Education.
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    • POSTED IN Investing Education.
    14012021_Growth stocks
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THE EIGHTH WONDER OF THE WORLD AND THE MONTGOMERY SMALL COMPANIES FUND

While small cap companies generally involve more risk because of their lower liquidity and their greater sensitivity to economic conditions, they have proven over a long time horizon to be a rewarding asset class to allocate capital.

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