Where to from here for value stocks?
While US markets are undeniably in nose-bleed territory, the gap between the most highly rated and least highly rated stocks is at record levels. That means undervalued parts of the market could provide stellar returns in the coming years. The performance of US equity market in recent years has been outstanding. The top 10 stocks…
Is It Time to Buy These Iconic ASX Healthcare Names?
The ASX healthcare sector was home to both winners and losers coming on the heels of the COVID 19 Pandemic. Virtually any healthcare company working on COVID diagnostic testing, vaccines, or treatments, had their day in the sun. Not so fortunate were some of the most well-known healthcare stocks on the ASX crushed by the…
Metaverse: Does it meta?
The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s cracked up to be? And does it ‘meta’ for investors? This time it could be different We’ve been here before….
Can VW catch Tesla in the electric vehicle race?
Tesla’s vehicle deliveries soared in 2021 but legacy automakers are running a marathon, not a sprint. Tesla raised some eyebrows last month as it unveiled an 87% year-on-year rise in vehicle deliveries to over 936,000. In terms of battery electric vehicles (BEVs), this puts it some distance ahead of its European rivals, including Volkswagen AG…
Fed Caves on Tightenings
At mid-December’s Federal Open Market Committee meeting, Fed officials began discussing quantitative tightening. Effectively selling previously-monetized bonds to unwind quantitative-easing money printing, this revelation from the minutes rattled markets in early January. But hawkish-jawboning talk is cheap, as the Fed’s last QT campaign proved. It was prematurely abandoned after stock markets threatened a bear. The…
Opportunities in the energy transition
The signs of a low carbon economy are almost everywhere in today’s world. As we transition to a low carbon economy, a considerably large investment universe is starting to emerge. Here we identify 8 key investment opportunities as we pave the way for a low carbon world. What a low carbon economy looks like The…
Why investors should care about inflation
Inflation is a hot topic at the moment. We explain what it is and how it affects your spending, savings, loans and investments. Inflation is a hot topic at the moment. But what exactly is it, and how does it affect you and your money? Inflation is making news daily through wage inflation, energy inflation,…
The Outlook for Nuclear Power
A decade ago a tsunami in Japan wreaked havoc on a nuclear power plant in that country at Fukushima, dragging down with it global interest in promoting electricity generation from nuclear power. Construction of new plants and refitting of existing nuclear plants slowed to a crawl and the price of uranium dropped, following rising concerns…
Lithium Stocks on the Radar Screens of ASX Investors
The law of supply and demand is arguably the most fundamental of all economic principles. Nowhere is the impact of the supply/demand balance more evident than in commodities. Regardless of the basic nature of the commodity – hard like iron ore or soft like wheat – if demand for the commodity goes up, increases in…
Gold Stocks Surge Back
The gold miners’ stocks surged back this week, blasting higher out of early-year weakness. Those big-and-fast gains were fueled by gold’s own, which shot up without any news catalyst. Seeing battered gold stocks showing signs of life has piqued traders’ interest, starting to shift sector sentiment back towards bullish. These leveraged plays on gold have…
