What investors need to know about biodiversity
Biodiversity is the Earth’s balance of plant and animal species, ranging from the largest, like the blue whale, down to the smallest virus. Biodiversity’s ‘ecosystem services’ help support food production, water purity, and raw materials. They also regulate climate patterns, contribute to blocking pollution and inspire medicines. In short, we rely on biodiversity for our…
A fund manager’s guide to turning down the volume
Investment theory is easy. It’s the execution that’s hard. Warren Buffet famously said, “We need to be fearful when everyone else is greedy, and greedy when everyone else is fearful”1. It sounds really simple but it’s actually much harder to execute. Periods of volatility and financial downturn present us with a great opportunity to buy…
Investing Megatrends
The optimistic view that inflation in the US is peaking took a hit on 13 October with the release of a bullet-laden September CPI (consumer prices inflation) report. The bullets – a 0.4% increase over August and year over year inflation at 8.2% -support the counter-argument view held by many that the interest rate hikes…
Demystifying long and short funds
Long/short funds are a type of fund that aims to maximize the upside of markets, while limiting the downside risks. To do this, these funds take both long and short positions in investment positions, often from a specific market segment. Here we look at long / short funds in more detail, specifically how fund managers…
A Beginner’s Guide to Stock Trading: What You Need to Know
Trading stocks is a very popular investment opportunity that many engage in. As you may already know, stocks are essentially company shares that you can buy, sell or hold on to for dividend income. The price of stocks mostly depends on a company’s performance, but other factors, such as inflation, geo-political circumstances and many other…
Investing in an inflationary world
The recent market volatility marks a turning point in economics and markets, a turning point big enough to change the way investors think about their portfolios. The volatility The first few months of 2022 were difficult ones for investors with weak equity markets both in Australia and offshore and with unprofitable tech and growth stocks…
Why investors should care about inflation
Inflation is a hot topic at the moment. We explain what it is and how it affects your spending, savings, loans and investments. Inflation is a hot topic at the moment. But what exactly is it, and how does it affect you and your money? Inflation is making news daily through wage inflation, energy inflation,…
Deciphering Earnings Reports
For many investors checking out full year financial results is akin to a return to the days spent as the “kids in the candy store” with some money in their pockets. The question for the kids was the same as the question for adult investors – what should I buy and what should I reject?…
5 Beginner Tips For Buying And Selling Shares In Australia
Say you and seven of your close friends went out for pizza. But for everyone to get at least a slice, all of you need to pitch in some cash. The bigger you contribute to the pot, the bigger your share. In a way, every person on the table owns a part of that pizza….
The Lure of the IPO
Investing in shares of publicly traded companies has seen an influx of new retail investors over the last few years, with trading levels accelerating during the pandemic and stock trading apps springing up. Many of these investors are new and lacking in knowledge of markets. Of the many oddities encountered in their search to learn,…
