Meet The World’s Most Powerful Bitcoin Backers
Cryptocurrency may be one of the biggest threats to governments, security and the entire financial system that we’ve ever seen. It can help fund terrorism and its anonymity makes it almost impossible to track. Most importantly, it is poised to revolutionize global finance and banking. But our new Enemy No. 1 can’t be fought; it…
Why invest in utilities?
Regulated utilities are known for their ability to generate moderate but predictable returns regardless of market conditions. For this reason, we often describe utility stocks as the ‘lead in the keel’ of our infrastructure portfolios. They allow us to navigate shifts in global equity markets with confidence as we seek to deliver annualised returns of…
Australia’s Economy is a House of Cards: Part One
Australia’s Economy is a House of Cards: Part 1 of 2 By Matt Barrie & Craig Tindale I recently watched the federal treasurer, Scott Morrison, proudly proclaim that Australia was in “surprisingly good shape”. Indeed, Australia has just snatched the world record from the Netherlands, achieving its 104th quarter of growth without a recession, making…
Australia’s Economy is a House of Cards: Part Three
Australia’s Economy is a House of Cards: Part 3 of 4 So why are governments so keen to inflate housing prices? The government loves Australians buying up houses, particularly new apartments, because in the short term it stimulates growth – in fact it’s the only thing really stimulating GDP growth. Australia has around $2 trillion…
10 Tips for Succesful investing
To be a successful investor over the long term, we believe it is critical to understand, and hopefully overcome, common human cognitive or psychological biases that often lead to poor decisions and investment mistakes. Cognitive biases are ‘hard wired’ and we are all liable to take shortcuts, oversimplify complex decisions and be overconfident in our…
Big three Listed Investment Companies providing steady long-term returns
Much has been made of growth in Exchange Traded Funds (ETFs) that replicate an index return at low cost. Less considered are larger Listed Investment Companies (LICs) that provide active exposure to Australian equities without high fees. In some respects, a middle ground between active and passive investing is emerging. “Smart beta” ETFs use methodologies…
In Search of the Next Appen Limited
Aussie investors have eagerly embraced Initial Public Offerings (IPO’s) in the past few years, especially in companies operating in “hot” sectors like technology. Unfortunately, many of these stocks see significant drops in share price following a hot start. One stock breaking that trend dramatically is Appen Limited (ASX), debuting on the ASX on 7 January…
Retirement Living Stocks on the Downslide
In 1982, American futurist John Naisbitt coined a term that found its way into the lexicon of investors worldwide – Megatrends. His book is entitled ‘Megatrends – Ten New Directions Transforming Our Lives’ and it didn’t take long for investing gurus to spot the potential of megatrends as a roadmap for buying stocks. Globalization was a…
Aviation Alliance back on runway
Growing up in country Queensland gives one an appreciation for long-distance travel, and for regional airports that are a great indicator of a local economy’s health. I recall my local airport being full of workers in fluorescent shirts: the fly-in, fly-out (FIFO) brigade that prospered during the mining boom peak. The airport was standing room…
Driverless vehicles are here
Milton Keynes is a UK town where many streets are reserved for pedestrians and bicycles. That made it a suitable place to test driverless cars, one of the great possibilities tied to the rise of artificial intelligence. In what was declared a successful experiment, ‘pods’ with radar, lidar (that uses pulses of light to measure…
