Investing

Bond yields start to catch the eye

The main story over the quarter was the rise in bond yields – largely off the back of the improving growth outlook and rising inflation expectations. Whilst not dramatic, we did see Australian 10-year bond yields rise 70bp over the quarter and they are now 100bp from their lows in October last year. We hold…

Stay flexible to spot the best stocks of 2021

Keeping an open mind about stock selection will be crucial next year. If investors find a good idea, they must try to ensure perceptions about the short-term macro outlook don’t inhibit their decisions. What 2020 has taught us is the importance of understanding the: motivations of politicians under pressure psychology of consumers in unique circumstances…

Gold mining stocks in sweet spot for upside potential

The mid-tier gold miners’ stocks are in this sector’s sweet spot for upside potential. After a spectacular run since March’s stock panic, they have been correcting since early August. That is doing its necessary work of rebalancing sentiment, paving the way for the next bull upleg. Higher prevailing gold prices have proven a huge fundamental…

Investor Signposts: Week Beginning 26 October 2020

Australia: Inflation in focus In Australia over the coming week, the September quarter readings on inflation will dominate proceedings. But the week kicks off on Monday with the quarterly State of the States report from CommSec. The report details the current economic performance of the states and territories. Also on Monday the Australian Bureau of…

Investor Signposts: Week Beginning 17 August 2020

Australia: The consumer is in the spotlight In the coming week, there are a number of the relatively ‘new’ indicators from the Australian Bureau of Statistics (ABS) including preliminary retail trade for July on Friday. The week starts on Monday when the ABS releases provisional July overseas travel statistics. On Tuesday the usual weekly indicators…

The way forward is littered with landmines

Even though markets have seemingly settled down over the last two months, investors are still faced with a difficult environment to navigate. Simon Doyle shares how in his 30 years of investing, 2020 has been one of the most difficult environments to date. I have been in markets for over 30 years, and the first…

Investor Signposts: Week Beginning 10 August 2020

Australia: Jobs, wages & confidence data dominate In the coming week, there are a number of key economic indicators and events to focus on. The July jobs data, business and consumer confidence and company earnings results are the highlights. The week starts on Tuesday when Commonwealth Bank (CBA) releases its weekly data on credit and…

Investor Signposts: Week Beginning 11 May 2020

Australia: Coronavirus crisis impact on jobs, wages and confidence in focus The impact of the COVID-19 economic shutdown will be laid bare this week. Federal Treasurer Josh Frydenberg provides an economic update on Tuesday and the nation will be glued to their screens when the April jobs data is issued on Thursday. Consumer and business…

Reasons to Opt for Stock Trading

Stock trading baffles even the shrewdest people on this planet. Only an avid investor can take the stock market and perform stock trading to yield a good profit. The world, however, still remains skeptical of stock trading despite admitting that it has a good set of benefits. Pre-Requisites for Stock Trading While stock trading may…

Former Victoria premier Brumby welcomes new China investment laws

China’s congress was ready to overhaul its Foreign Investment Law on Friday as it continues its efforts to open up its markets and level the playing field for foreign investors. The issue has been central to China’s long running trade sparring with the United States and it is now set to have an impact on…