Due Diligence – Fundamentals and Beyond
The ASX Australian Investor Study 2020 corroborated a trend noted on multiple financial websites in the last several months. The COVID 19 Pandemic seems to have fueled further increases in new investors. The latest study highlights some surprising trends, among them the following: The increase in new investors over the last few years has seen…
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…
Searching for Value
Some of the new investors piling into share markets the world over are attracted to stocks with rapidly rising share prices. Those who try to learn more about investing before pushing the “Buy” button on their favorite online trading platform discover the stocks in question are considered growth stocks. In some cases analysts label select…
3 tax tips for Inheriting property
Inheriting property has the potential to significantly change your life – so make it count! In this article Catherine Chivers, Senior Manager of Strategic Advice at Perpetual Private addresses some of the biggest questions when it comes to inheriting property. She explores the complexity involved in receiving an inheritance and draws on her experience working with clients…
Investing in the things you believe in
Sustainable investing is becoming more sought-after amongst investors look to ensure their investments are helping to shape better environment and social outcomes. We’ve compiled an overview of the main sustainable investment strategies to help assist those seeking to understand which approach may best suit their goals. An increasing number of investors are now looking to…
Three investing mindset errors that could be costing you money
In light of recent market volatility, we look at three mistakes investors commonly make that could be losing them money and suggest how to overcome them. The last few months have proven a tough time for most investors with market volatility continuing to wreak havoc in investment portfolios. In this article we examine three investing…
5 dividends questions answered
Q1: What’s likely to happen to company dividends post the onset of COVID-19? Dividends are the cashflows that a company elects to pay out to its shareholders as a reward for holding the shares over time. We hope that if they are good, growing businesses, companies can pay from their profits. They can also dispose…
Six tips for better behavioural investing
At a turbulent time for global markets, Nick Kirrage, Co-Head of the Value Team, recently sat down with the Investor Download podcast. We discussed the current state of financial markets, reflected on the behaviour of investors and how they might best navigate the current turmoil. Below are six key points. 1. Understand what’s driving market volatility…
Hunting for income: Three things to consider
With interest rates likely to be lower for longer, investors are seeking yield from potentially riskier investments. We analyse alternatives and share three key factors to consider in the hunt for income. Record-low interest rates pose a challenge for income-oriented investors. That challenge is particularly acute for those living off the income from cash investments….
