Share Tips

Retirement: How to beat inflation

Investors with long memories – or a good education – will recall the bad old days when inflation was the economic bogeyman. It broke Germany’s Weimar Republic in the 1930s and nearly cratered America’s economy in the 1970s. Fortunately, inflation has been a non-issue in Western economies for decades. But is that about to change?…

ASIC the corporate lapdog

The implosion of Australia’s corporate watchdog, the Australian Securities and Investments Commission, under the federal government’s new directions, has gone from tragedy to farce. ASIC was described as “weak, hesitant and timid” in a 2014 Senate review of its performance. To be fair, that was before ASIC’s current leadership. Now any assessment could add “dazed…

Reporting season wrap up

This year’s reporting season illustrates the value of long-term company plans in a volatile economy. While continued lockdowns mean Australia hasn’t yet moved into a recovery phase, opportunities still await patient investors. Investors looking long term This year’s reporting season has revealed a fascinating divergence between companies with strong short-term results and those attracting investor…

Miners start week strongly, ASX up

SYDNEY, AAP – Shares were at their highest level of the day on the Australian market as miners and energy providers started the week strongly. The market was up 0.3 per cent on Monday as the two commodity categories each gained about 1.5 per cent by 1200 AEST. Fortescue and Rio Tinto gained more than…

Investor Signposts: Week Beginning 13 September, 2021

Australia: Job data dominates In the coming week, there is plenty to watch including a speech from the Reserve Bank Governor (Tuesday), the August jobs data (Thursday) and business and consumer sentiment (released on Tuesday and Wednesday). The week kicks-off on Monday with weekly readings on petrol prices (Australian Institute of Petroleum) and the used…

Why you should diversify your portfolio

When it comes to success stories, the ASX includes many brands that have made their mark. Companies like BHP and Commonwealth Bank are among the largest in the ASX by market capitalisation. These businesses belong to two industries, financials and materials, that account for roughly half of the ASX by market capitalisation. While healthcare now…

Capturing growth in expanding themes and sectors

There are many ways investors can capture growth by investing internationally. The COVID pandemic has accelerated growth across existing themes and sectors such as digital transformation, online retail and cloud technology. There are also underlying structural growth themes globally, such as demographics and environmental, social and governance (ESG) obligations, underpinning the success of select companies…

Investor Signposts: Week Beginning 6 September 2021

Australia: Taper tinkering from the Reserve Bank? In the coming week, the Reserve Bank (RBA) will be at the front-and-centre of investors’ minds with the Board to provide updates on its policy settings amid an escalating health crisis and worsening near-term economic outlook. The week kicks-off on Monday when the Melbourne Institute issues its monthly…

Your super fund just failed the APRA test. What’s next?

Failure is only the beginning. Thirteen of Australia’s 80 closely-regulated MySuper superannuation funds have failed the APRA performance test. There’s a fair chance you are among the one million people in them. The results were made public on Tuesday and handed to the funds on Monday. From here on — for the people who run…

What assets should investors consider selling?

It’s been a good year for markets, but you may want to consider making these three tweaks to your portfolio. The S&P 500 has made two more all-time highs, cyclical sectors energy and financials have led the way, and interest rates are moving higher. The price action fits with our positive view of the U.S….