Wesfarmers shows the risk of acquisition-based growth read here
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Stock Bubble? Lessons from Dalio, Buffett and History
Roger Montgomery
July 3, 2018
As we are all well aware, central banks have been, through quantitative easing, suppressing interest rates since the GFC. Consequently, monetary policy has fueled unprecedented flows of institutional and private capital into real estate, private equity and stocks. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Farewell Fiscal 2018, Hello Fiscal 2019
David Buckland
July 3, 2018
As Fiscal 2018 has drawn to a close, let’s take a closer look at the financial year that was. Excluding dividends, the Australian All Ordinaries Index was up 9.1 per cent to 6,290, and much of this gain took place in the December 2017 half-year. Continue…
by David Buckland Posted in Market commentary.
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Is there an end in sight for Trump’s trade war with China?
Andrew Macken
July 2, 2018
The tit-for-tat trade war between the US and China is ramping up, with neither country showing signs of backing down. This is a major global issue, and it looks like it’s getting worse before it gets better. Continue…
by Andrew Macken Posted in Global markets.
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Why this billionaire investor thinks tech stocks are still cheap
Roger Montgomery
July 2, 2018
If you’re looking for a dose of optimism, then head to the recent interview on CNBC with billionaire hedge fund pioneer, Julian Robertson. Robertson says he’s still bullish on this market, and he’s particularly keen on leading tech stocks like Facebook, Google and Microsoft. Continue…
by Roger Montgomery Posted in Companies, Global markets.
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Why are the banks refocusing on core competencies?
Stuart Jackson
June 29, 2018
In this week’s video insight Stuart discusses why the banks are selling or demerging lower return overseas operations and insurance operations. Continue…
by Stuart Jackson Posted in Financial Services, Video Insights.
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Why two is better than one
Andrew Macken
June 29, 2018
Imagine you had a jar of jelly beans and you asked a large group of people to write down their estimate for the quantity of beans in the jar. What you would find is that, upon taking the average of everyone’s guesses, you arrive at a remarkably accurate estimate. Often, the accuracy of the average is higher than any individual estimate. How is this so? Continue…
by Andrew Macken Posted in Investing Education.
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How do you limit your downside?
Christopher Demasi
June 28, 2018
We recently met Frank and Vanessa, two hypothetical investors in global equities but with very different performance over a two-decade time frame. Frank turned a million dollars into $4 million, but in the same time Vanessa’s account grew to $11 million – all by avoiding the handful of down years in global equity markets from 1997 to 2017. So how can you limit the downturns when investing in global equities? Continue…
by Christopher Demasi Posted in Global markets, Investing Education.
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Will Telstra’s new strategy turn its fortunes around?
Tim Kelley
June 28, 2018
Telstra (ASX:TLS) has just released its much-anticipated Telstra2022 strategy, which sets out the company’s longer-term prospects for growth. We like the new direction, and sense that TLS’s share price plunge may be coming to the end. But strategy is one thing; execution is another. The question is: can management deliver? Continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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Is China winning the global technology race?
David Buckland
June 27, 2018
In round one of what appears to be a deepening trade war between China and the US, the battle is on artificial intelligence, quantum computing, 5G wireless applications and genomics. President Trump has unveiled 25 per cent tariffs on $50 billion of Chinese imports and has also asked the US Trade Representative to identify an additional $200 billion worth of Chinese goods for tariffs of 10 per cent. Continue…
by David Buckland Posted in Global markets.
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