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22 December 2024
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There's been much media attention on the negative aspects of oil price falls, but some of the benefits are doing more for the economy than the government stimulus package during the GFC.
The major banks and other large companies attract a lot of attention when they report profits of billions of dollars, but other measures of profitability show the big headline figures can be misleading.
After the large falls in the prices of most resource stocks over the last year, investors might be wondering what to do. Here are a few factors to consider relating to resources at this time of great uncertainty.
Reporting season is hard work for equity analysts, especially when a company's results differ from the expected. It's also a time for a company to outline its strategy and gauge the reaction of its owners, the fund managers.
Investors face a barrage of glowing research from investment banks trumpeting the blue sky potential of new companies seeking to be listed on the ASX. It’s crucial to ignore the spin and focus on the business itself.
Biotech and pharma are seductive and exciting sectors to invest in. When products are developed and successfully adopted, it can be very profitable, but most projects do not succeed, and it’s good to know what you’re doing.
Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.
What is the X-factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2024? It's time to select the winner.
It’s halfway through the 2020s decade and time to get a scorecheck on the Australian stock market. The picture isn't pretty as Aussie shares are having a below-average decade so far, though history shows that all is not lost.
Four years ago, we introduced our 'bubbles' chart to show how the market had become concentrated in one type of stock and one view of the future. This looks at what, if anything, has changed, and what it means for investors.
Regulatory tensions have weighed on Medibank's share price though it's unlikely that the government will step in and prop up private hospitals. This creates an opportunity to invest in Australia’s largest health insurer.
A nascent theme today is that the inverse correlation between bonds and stocks has returned as inflation and economic growth moderate. This broadens the potential for risk-adjusted returns in multi-asset portfolios.
An Australian anthropologist studying Japanese seniors has come to a counter-intuitive conclusion to what makes for a great retirement: she suggests the seeds may be found in how we approach our working years.