Trends & Opportunities

Interpreting Market News

On many a morning investors around the world awaken to find the price of stocks they own or of stocks in which they have interest has moved dramatically, up or down. There always has been an aura of mystery surrounding share market trading as much of what happens seems to defy explanation, something akin to…

New decade brings some familiar challenges

While 2019 was a stellar year for most assets, investors would do well to avoid becoming complacent. In a low-growth world with rising asset valuations, fixed interest could come into focus as a generator of reliable, low-risk income, with active management increasingly critical. 2019 was a stellar year for most assets. This naturally sets up…

Six Of The Hottest Oil Stocks For 2020

This is what the bears don’t get about oil stocks: These are no longer the reckless, wasteful, binge years of the shale boom. The smart companies have adapted to a new reality. Now, it’s about dramatic new offshore discoveries that are being brought online in record speed. It’s about brilliant new well-completion designs that enhance…

2019 Top Stocks

After a sickening decline in global stock prices as the 2018 trading year ground to a halt, 2019 ushered in a welcome respite with stock markets around the world reaching record highs during a stellar year The ASX was among them despite a drop at year-end, posting its best performance since the initial post-GFC era…

Is This The Next Great Oil Frontier?

Nigeria has long been known for its oil riches. Angola has too, but decades of entrenched corruption have chased foreign investors away. Now Namibia is joining the African oil conversation with one of the most oil-friendly regimes on the continent. It’s offering 5% royalties on what might just be a very productive shale play in…

Investing in Gold on the Dip

In September of 2018 clouds darkened the horizon of global economic growth with a seemingly never-ending US/China trade war and lowering growth forecasts from economists around the world. On cue, the price of gold rallied, as it generally does in uncertain times. Uncertainty was the watchword as economic indicators bounced back and forth with some…

Investor Signposts: Mid-Year Review, jobs and home prices are the highlights

CommSec Chief Economist Craig James previews the economic & financial market events scheduled for the week ahead including the Mid-Year Economic & Fiscal Outlook, Private sector credit & US Housing starts. Australia: Mid-Year Review, jobs and home prices are the highlights • The long wind-down to Christmas and the New Year is underway. And while…

Dodging potholes on the road to recovery

After a year in which central banks won the tug of war between macroeconomic policy and political conflict, prospects look positive for a modest recovery in 2020. Yet with trade tensions still rife and valuations stretched, there are still plenty of economic, political and market challenges ahead. 2019 has been a very strong year for…

The Gig Economy Faces a Crackdown

In 2004, Dynamex Operations West, a California-based courier company, suddenly reclassified its permanent full-time employees as independent contractors, depriving them of entitlements such as minimum wages, overtime, paid sick days and workers compensation. The reclassified drivers had to use their own vehicles and pay for all expenses including petrol, tolls and insurance to earn a…

Investor Signposts: Business and consumer confidence in focus

CommSec Chief Economist Craig James previews the economic & financial market events scheduled for the week ahead including the NAB business survey, Monthly consumer sentiment & China Inflation. Australia: Business and consumer confidence in focus • The wind-down to Christmas has begun. The highlight in the coming week is probably the latest business survey. •…