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23 February 2025
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Amid the blur of company results, it's vital to step back and check the major factors affecting results: inflation, consumer spending and cashflow. What are the companies emphasising in their one-on-one meetings?
Fortescue, Crown, TPG Telecom, 7 Group, Flight Centre and Wisetech are the Australian companies among the family/founder businesses showing resilience in the COVID-19 pandemic versus non-family peers.
The measurement and disclosure of human capital within a company will give investors greater confidence about future business prospects and better integrate strategic and human resource functions.
It was a good reporting season with market EPS expectations increasing 1.6%, the best outcome since 2010, but as ever, some segments of the market are faring much better than others.
Commodity price falls and China worries overhung the market at the start of 2016, and some miners posted terrible results. But February’s reporting season had some bright spots and room for optimism.
If it looks like a duck and quacks like a duck, is it necessarily a duck? That’s the mindset that is sometimes required to understand the revenue growth numbers being reported by companies at this time of year.
Company releases relating to acquisitions, mergers or divestments, by nature, have the objective of painting a positive outlook. A deeper dive into the facts allows us to make more educated investment decisions.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.
Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.
It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.