Investing Education
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Why comparing the ‘balanced’ option in super funds is no easy feat
Dean Curnow
April 24, 2020
What do you see when you check under the hood of a ‘balanced’ portfolio managed by some industry funds? A very long list of assets with varying tail risks. Read on, and you’ll see that comparing balanced, multi-asset portfolio across industry and retails funds is no easy feat. continue…
by Dean Curnow Posted in Investing Education.
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How value investors could benefit from this market correction
Roger Montgomery
March 12, 2020
It’s been a tough few years for value investors, with value stocks now trading at the largest discount to growth stocks since the 1999 tech bubble. But I think the discount will close as the market correction separates quality businesses from expensive, high beta, high hope stocks. continue…
by Roger Montgomery Posted in Global markets, Investing Education, Market commentary.
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Are you overweight in growth stocks?
Tim Kelley
February 26, 2020
In an uncertain world, should investors have a strategy that looks beyond current trends and accommodates a range of different possible futures? In recent years growth stocks have had a winning streak, is now a good time to consider shifting the balance of your holdings towards companies that can demonstrate the ability to generate profits today. continue…
by Tim Kelley Posted in Investing Education.
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Value versus growth stocks
Tim Kelley
February 19, 2020
In this week’s video insight Tim takes a closer look at value stocks and growth stocks. On the whole, over long periods of time, it looks as though a value investor has enjoyed a significantly better investment experience than a growth investor. Long-term averages are not the whole story, however. Over short periods of time, value can underperform growth significantly.
by Tim Kelley Posted in Editor's Pick, Investing Education, Video Insights.
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Are quality businesses set to shine again?
Tim Kelley
February 13, 2020
Some years ago, we put together a notional “High-minus-low quality” portfolio, which holds long positions in ASX-listed companies that we consider to be high-quality, and short positions in companies that we consider to be lower-quality. The absolute return from this portfolio provides an indication of whether the higher quality companies are outperforming the lower-quality companies. continue…
by Tim Kelley Posted in Investing Education.
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It’s time to focus on quality global businesses
Roger Montgomery
February 4, 2020
Rallying markets have raised the valuations of many businesses, possibly to unsustainable levels. To my mind, it’s made one thing clearer than ever: investors need to bulk up on high quality Australian and global businesses, like CSL, Microsoft and Vivendi. continue…
by Roger Montgomery Posted in Companies, Investing Education, Stocks We Like.
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What’s behind the weak performance of quantitative investing?
Tim Kelley
February 3, 2020
Equity markets have been very kind to investors in recent years, with stock indices setting new records in Australia and overseas. Notwithstanding some episodes of turbulence along the way, these good results continue a decade-long run of mainly positive returns following the depths of the GFC in early 2009. continue…
by Tim Kelley Posted in Investing Education.
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Breaking news! Economists have got us all wrong!
Roger Montgomery
December 17, 2019
Economists have long been the butt of jokes – including that they make sheep look like independent thinkers! Now, a new study by Dr Ole Peters confirms what most of us long ago concluded: when it comes to human psychology, economists still have a lot to learn. continue…
by Roger Montgomery Posted in Investing Education.
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For today’s investor, returns aren’t what they used to be
Tim Kelley
November 20, 2019
With rising stock prices and falling yields, long-term equity investors can expect a lower return today than in years gone by. How tough do they have it? continue…
by Tim Kelley Posted in Investing Education.
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Industries most affected by the East Coast drought
Andreas Lundberg
November 19, 2019
The drought currently impacting much of eastern Australia is already having significant impacts on numerous businesses and industries. With the Australian Bureau of Meteorology forecasting drier than average conditions for the second half of November and December, it’s worth considering which industries could feel the most pain. continue…
by Andreas Lundberg Posted in Companies, Investing Education.
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