Share Tips

Risk in retirement: finding the right balance

For many of us, retirement means dream holidays, reading books and spending time with grandchildren. However for some Australians, the notion of enjoying their golden years after a lifetime of hard work hit a roadblock last year when COVID-19 struck, and hit economies and markets hard.  Many businesses were affected by COVID-19 and the associated…

Investor Signposts: Week Beginning 19 April, 2021

Australia: Reserve Bank Board meeting minutes and retail spending data in focus In the coming week, minutes of the last Reserve Bank (RBA) Board meeting are issued. Preliminary retail trade data and purchasing managers’ indexes of services and factory activity dominate the data docket. The week kicks off on Tuesday when ANZ and Roy Morgan…

Due Diligence by the Numbers

Social media platforms have played a major role in attracting the flood of new investors to share markets over the past year. Seasoned market experts have expressed concern many of these new investors lack the know-how to perform their own “due diligence” on a potential stock to pick to start or add to their investment…

GARP Investing

The ideas put forward by some of history’s greatest investors withstand the test of time. Some retail investors just starting out often guide their choice between growth stocks and value stocks with lessons learned from the past. Benjamin Graham and his heir apparent Warren Buffet offer advice on picking value stocks – companies worth more…

Divergent tides: The ebb and flow of financial markets

Most of the time, financial markets ebb and flow like the tide. All boats are lifted or fall together. On occasions, however, different assets part company, responding to the same influences in divergent ways. The first three months of 2021 has been such a period. Last week, the S&P 500 rose above 4,000 for the…

Investor Signposts: Week Beginning 12 April, 2021

Australia: Jobs in focus The all-important labour force survey headlines the data docket in Australia in the coming week with the NAB business survey also vying for investor attention. The week kicks off on Tuesday with weekly data releases including the ANZ-Roy Morgan consumer sentiment index and the ABS payroll jobs and wages data for…

Buying Stocks at 52 Week Lows

Newcomers to share market investing looking for advice on stock picking quickly encounter two time honored investing maxims: Buy High, Sell Higher Buy Low, Sell High Investors looking for above average returns gravitate towards growth with the Buy High maxim, while bargain hunting investors look for value with the Buy Low maxim. The 52 Week…

Making sense of SPACs: What investors need to know

Here’s how you can identify the risks as well as the opportunities in this decades-old—but newly popular—financial vehicle. By any measure, the SPAC surge is remarkable. Special Purpose Acquisition Companies, or SPACs, raised $76 billion in equity proceeds in 2020—59% of total U.S. IPO capital raised. In the first six weeks of this year, they…

Why Active ETFs continue to shine

Exchange Traded Funds (ETFs) have been around over 25 years and as a product with the characteristics investors are often seeking – access to diversification and liquidity – they have been met with extraordinary demand. ETF holdings in Australia have grown by over fifty per cent in the last financial year alone. Until the first…

Investor Signposts: Week Beginning 5 April, 2021

Australia: Reserve Bank dominates calendar In an Easter holiday-shortened week, the Australian economic calendar will be dominated by information on key industry sectors and Reserve Bank events. The week kicks off on Tuesday with the Reserve Bank Board holding its April meeting. No change in policy settings is expected. But as always the commentary from…