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19 April 2025
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Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
Despite an explosion in data, investment titan, Cliff Asness, believes the market has become less efficient, not more, over his 34-year career. He explains why, and how you can take advantage of it.
Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.
Investors are hanging on every inflation announcement, both in Australia and overseas, as they will guide the direction of interest rates and economic growth. Let's look at both sides of the inflation argument.
Howard Marks is the largest investor in the world in distressed securities. What does he think after checking the virus positives and negatives, and how much has he changed his mind in only a few days?
For value investing to remain a rational strategy, mean reversion must hold true, which requires supportive economic conditions. But historical ranges are not relevant to companies losing market share.
Sovereign Wealth Funds control hundreds of billions of dollars of investments, and how they change their asset allocations can affect prices across listed and unlisted markets.
The Big 4 banks make up nearly 30% of the ASX, and Australian shares make up a significant proportion of most multi-asset portfolios. Even if you can't resist the bank dividends, you should review your level of exposure.
Investing into bonds when you know you will lose money sounds crazy, but aside from interest rates, there’s deflation, economic stability, safety and currency issues to consider.
Fundamentals might not be making a lot of sense right now, but sooner or later mean reversion will kick in. Nobody knows the timing but you should be standing near the exit doors to take advantage of it.
The ‘economics of retirement outcomes’ is a concept that explores how economic developments can affect retirement outcomes. The current soft labour market is one of those developments.
It's all too easy for companies to point the finger at external factors to explain poor performance, but when the same excuses are repeated year after year, it's time to look within for the real cause.
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?