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21 November 2024
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Economic growth in Australia looks to have bottomed, which means it makes sense to selectively add to cyclical exposures on the ASX in addition to key thematics like decarbonisation and technological change.
In a recent webinar, Schroders' Head of Research in Australian equities discussed BHP’s expensive bid for Anglo and a recent commodity collapse that was typical in its nature yet unprecedented in size.
The rise of passive investing is unlikely to derail the value of quantitative strategies. Passive investing hasn’t eradicated the irrationality of crowds, leaving pockets of opportunity to outperform indices.
ASX reporting season focuses on how earnings compare to forecasts, yet there's little mention of how dividends perform versus expectations. A new scorecard aims to rectify this to help income-focused portfolios.
At a recent webinar, the Schroders team outlined their views on stocks after earnings season including BHP, Rio Tinto, the banks, and healthcare companies. The team is known for its contrarian views and it didn't disappoint.
People love new things, and investors are no different. But there's something to be said for older businesses that have a proven formula for success, and here are nine ASX-listed stocks that fit the bill.
Stop whinging! Analysts are describing markets in 2022 as 'brutal' or 'terrible', but total returns in Australian stock markets were up and balanced funds were down only slightly. It was not that bad.
Australian retail investors appear pessimistic about the market outlook with cash allocations at record highs. Those buying prefer materials and energy stocks, while fallen angels such as Magellan are out of favour.
Some conglomerates include hidden assets that the market is not valuing properly. It may take a demerger to show their worth and there are good reasons why these work. How do investors identify the best demergers?
The long current positive run for the Australian stock market is unusual but not a warning of imminent demise. Previous long positive runs were not all followed by corrections but this one may end this month.
In 2020, new investors were keen to build wealth in the sharemarket and were actively investing to ‘buy the dip’. But as markets have rallied to new highs amid Covid doubts, investing patterns have changed.
As more Australians tilt their investments to global equities, they often overlook the exchange rate risk and fees. The move from US57 cents to US73 cents in six months shows the unhedged impact.
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.