investing

The Financial Year In Review

PAUL SKAMVOUGERAS Head of Equities, Portfolio Manager This passing financial year marks the seventh consecutive year the S&P/ASX 300 Accumulation Index (+11.4%) has posted a positive return. As the current economic cycle continues to mature, we are starting to observe an increasing number of warning signs in the economy and the equity markets, what we…

A Bullish Buy for Copper Stocks

The advice to “Follow the Money” goes beyond the world of investigative journalism and government probes.  In the investing arena it is known as “whale watching”; where investors follow the moves of big money players – private equity firms, hedge funds, and big-name investors like Warren Buffet, Carl Icahn, and James Packer. On occasion whales…

Keeping a nimble portfolio in volatile markets

George Boubouras, CIO, Contango Asset Management  The recent market volatility is a timely reminder for investors to review their portfolios and expectations of future returns. Key questions investors should ask themselves are: Is my portfolio performing how it is designed? Should I be targeting income or growth? Is the recent market correction a time to…

Reserve Bank keeps powder dry

Reserve Bank Board meeting  The cash rate has left at a record low of 2.25 per cent. The door has been left open to another rate cut. What does it all mean?  Rate cut or no rate cut, interest rates have never been lower. Looking out across the yield curve to 10-year swaps (10-year fixed…

Telstra, Westpac and Google into venture capital

By Marco Navone, University of Technology, Sydney Opening a venture capital branch seems to be the new “thing” in the corporate world. While Telstra and Westpac are the new big national players, Google is clearly ahead of the curve, with two distinct venture capital firms: the newly launched Google Capital and the five-year-old Google Ventures….

The RBNZ prepares to kick-off a lengthy tightening cycle

By Chris Tedder, Research Analyst, Forex.com The Reserve Bank of New Zealand is expected to kick-off a prolonged tightening cycle this week by increasing the official cash rate by 25bps to 2.75% (the announcement is due at 2000GMT tomorrow). This represents a significant turning point in monetary policy in NZ. The RBNZ has kept the…

Explainer: are share buybacks good for investors?

By Geoff Warren, Australian National University Only a few hours after announcing he had purchased nearly US$2.5 billion of Apple shares, investor Carl Icahn was demanding the company buy back US$150 billion of its own shares. Now the company has done just that. Earlier last year, other institutional shareholders pressured the company into announcing a…

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London’s calling and Australian tech firms are answering

By David Glance, University of Western Australia When Australian online labour market company Freelancer decided to list publicly on the Australian Stock Exchange last year, they did so in part to spur investment in the local technology industry. That gesture has failed to convince the Sydney software company Atlassian however, as it prepares to leave…

Have bank profits peaked?

By Rodney Maddock, Monash University Like most companies, banks report their profits twice a year. Each time the majors report we see headlines about the size of the profits and implicit or explicit criticism of the amount – this time about A$27 billion. The banks usually respond by pointing out absolute profit is not really…