Trends & Opportunities

Finding sustainable returns in the Afterpay economy

With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the perpetual growth machine ready to stall? Genuine sustainability requires the avoidance of actions that are likely to defer costs or have adverse consequences in the future. Identifying…

In a world searching for growth, Asia shines

The long-term outlook for Asia is positive, but in the short term, there is likely to be some volatility. The trade dispute is widely expected to last well into next year. Concerns of a slowing global economy centre around weak Chinese data and will dampen investor sentiment. Ongoing political unrest in Hong Kong doesn’t seem…

Adjusting expectations as reality bites

They say optimists live longer – but what about their investments? Although a US recession still seems some time away, and trade tensions have been lessening, there are still good reasons for investors to consider a defensive posture while re-examining their return expectations. Schroders has recently published the results of our most recent Global Investor…

A Biotech Conference for Stock-Pickers

Growth investors willing to take the risk to shoot for the moon find prime targets in the biotechnology sector. The “holy grail” of growth investors remains the ten-bagger (or more) popularised by US investor Peter Lynch – a stock rising to more than ten times the value of an initial investment. A recent example on…

The ‘Streaming Wars’ Could Penalise Viewers

The coming blow is the loss of one platform that offers just about everything subscribers want. In 2017, when Netflix was 20 years old, the ad-free on-demand-video or streaming service achieved three milestones. One was that Netflix hit 100 million subscribers worldwide. Another was the streamer earned its first Oscar when White Helmets won Best…

Financial News that Matters

Investors all over the planet begin their day reviewing the financial news. In an age of information overload sorting through the often-breathless headlines can be a daunting task. Yet serious investors know that news moves market prices up or down and ignoring the news can have undesirable consequences. News affects market sentiment that drives the…

WAAAX on, WAAAX off: multiples are fickle, but value is forever

With Abbey Road back in the charts and the We Co rocket failing to launch, it’s a good time to remember that cashflows still drive value, even when value is hard to find. Some things are eternal. In an era of Spotify, with even iTunes now old hat, a Walkman positively prehistoric and an absence…

Investor Signposts: Employment data in the spotlight

CommSec Chief Economist Craig James previews the economic & financial market events scheduled for the week ahead including CBA Household Spending Intentions, Employment/unemployment & China Economic growth. Australia: Employment data in the spotlight • A relatively quiet week is in prospect in Australia. The highlight is Thursday’s job data. • The week kicks-off on Monday…

Is Bill Gates Right On Energy Investing?

Not long ago, Bill Gates offered some investment advice. That, in itself, constitutes news, but the content and the reactions make up a more interesting story. Gates told the Financial Times, in essence, that investors who want to do something about climate change should stop making up lists of companies they do not want in…

Cybersecurity for Hospitals

While news of hacking efforts at major banks, credit card providers, and large multi-national companies grab the public’s attention all over the world, increasing attempts at attacking healthcare providers should raise equal or greater concern. On 30 September Australians learned a major network of hospitals in Victoria was hacked, causing among other issues delays in…