Sustainable investing in 2022
Sustainable investing allows you to invest with intention by aligning your portfolio with your principles. Sustainable investing has had increasing momentum. According to the U.S. SIF Foundation’s 2020 Report on US Sustainable and Impact Investing Trends, as of year-end 2019, one out of every three dollars under professional management in the U.S. – $17.1 trillion – was managed according to…
Why buying the global shares’ dip may make sense
Buying the dips has usually made sense. In the 14 years since the financial crisis, it has generally paid to assume that central banks or the government would ride to the rescue at the first sign of trouble in the markets. Don’t fight the Fed has been a profitable mantra. It’s not just the desire…
What higher inflation means for Australians
Inflation in the US, UK and elsewhere has not been this high for decades. What does that mean for investors? American consumers are paying 8.5% more today for everyday goods than a year ago. That’s the highest rate of price increases in more than 40 years. In the UK, the year-on-year increase in prices is…
Philanthropy: The secret to enjoying your giving
Like chess, or golf, or computer games, philanthropy can seem daunting at first but like all slow-burning passions, it’s the layers and the depth of philanthropic giving that make it so rewarding and enjoyable. According to Jane Magor, National Manager, Philanthropy and Non Profit Services at Perpetual Private, these layers are ones that many individuals…
Cash is king when inflation shifts higher
We continue to position the portfolio defensively with high levels of cash in the face of interest rate turmoil. Value is returning with the recent shifts higher in yields and corporate credit spreads, but we think it’s too early to position the portfolio with more interest rate and credit risk. Risks remain elevated March was…
Powell seeking immaculate disinflation
His problem? Monetary policy is ill-suited to fight inflation arising from supply constraints. Federal Reserve Chair Jerome Powell appeared on March 3 before the Senate Banking Committee and vowed the US central bank would quell inflation running at four-decade highs. “We are going to use our tools,” he said. Then came a pointed question. Would…
The Lithium Juggernaut Powers On
Retail investors with a liking for commodity stocks should know the inherent risk of buying into a booming market. When the demand for steel seemed insatiable, Aussie investors feasted on iron ore stocks, especially the junior miners with more room to run. Steel demand is driven by construction projects, with the proliferation of building projects…
Four reasons to be positive on China
Was last week’s intervention by Chinese vice premier Liu He his ‘whatever it takes’ moment, the Asian equivalent of Mario Draghi’s unambiguous support for the Euro ten years ago? Investors certainly thought so. In a tumultuous week, Chinese shares delivered, first, their worst day and then their best in a decade. The market’s abrupt U-turn…
Investing mistakes during a crisis
Two things surprised me last Thursday morning that should not have done. The first was that Heathrow in February is around 20 degrees colder than Cape Town. I was not correctly dressed. The second thing I learned when my phone reconnected at Terminal 5 was that Russia had invaded Ukraine. Again, I might have expected…
ASX Small Caps with Innovative Technologies for the Battery Metal Sector
Minerals and metals rarely come from the earth in finished form. Extraction is the first step in what can be a long process calling for further refining and processing before reaching an end state of “ready for use” by the companies that use the finished metals and/or minerals as inputs in their own manufacturing processes….
