investing

Buy High, Sell Low

Young or old, newcomers to share market investing looking for advice find two competing investing strategies: Buy Low, Sell High Buy High, Sell Higher More difficult to find is the view expressed by many market experts that far too many retail investors follow a different strategy: Buy High, Sell Low There is comfort in numbers…

8 cyclical stocks to play the recovery

The environment of the market has shifted dramatically. With whispers of inflation, bubbles and bond yield prices rising, we have adapted our portfolio to reflect the evolving market. In this article Vince Pezzullo, Deputy Head of Equities discusses why cyclical stocks are an attractive part of the market and reflects on reporting season and the…

Reaping the growth potential of Asia

As the rollout of COVID-19 vaccines began in early 2021, economies around the world also received a shot in the arm. In Asia, market sentiment has improved on the back of better pandemic containment and positive progress on vaccinations, which has allowed for the progressive reopening of country borders and the creation of travel bubbles…

Vital Signs: the pros and cons of diversity in organisations

Breaking down the old boys’ club in business, government and other organisations is intrinsically important. Ensuring greater diversity in organisations – on gender, racial, ethnic and other lines – is, simply put, the right thing to do. But some advocates of greater diversity make an extra claim: that it improves the quality of decisions, and…

Investor Signposts: Week Beginning 26 April, 2021

Australia: Inflation data in focus · In the coming week, the quarterly inflation data dominates the data docket. Readings include consumer, producer and export/import prices. Much of Australia observes an Anzac Day public holiday on Monday. · But the week kicks off on Tuesday when CommSec releases the State of States economic performance index. All…

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…

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…