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21 November 2024
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The received wisdom that investors should “take a long-term view” is as well-worn as it is simplistic. Because while the long run matters, when it comes transition materials, there’s also a strong case for a bit of constructive myopia.
Investors remain fixated on stocks exposed to megatrends like AI and digitisation. Another less appreciated asset class offers significant structural growth without the excessive valuations that usually come with it.
Members of First Sentier Investors’ Global Listed Infrastructure team hit the road to see what’s happening in key industries across the United States. What they found has big implications for utilities.
Slowing demand and profit warnings from the EV manufacturers has seen analysts revise down their EV penetration forecasts. What's behind the slowdown, and are the issues a blip or something more serious?
The US has become the world's new energy superpower, combining production, technology and capital in a way never previously achieved – a development sure to have global implications for decades to come.
Inflation is yesterday's issue and markets have started to reflect that. ASX prospects look positive with consumption growth, tax cuts, infrastructure investment, and a Chinese recovery to flow through to corporate earnings.
Every economic cycle has its distinct characteristics where different sectors take up leadership. US tech has led markets higher since 2014, yet that looks stretched now, and other sectors like energy are set to outperform.
Decarbonisation will be a driving theme for markets for decades to come, and estimates of its costs are still far too low. It will benefit mining companies as demand will be structurally higher going forwards.
A reader asked for ideas on investing in the energy transition, which this article argues is the defining investment thematic of our lives. However, it warns to look for companies not only participating but winning.
The biggest crisis facing the world economy is a lack of cheap energy to drive economic prosperity and growth. The only realistic solution is nuclear energy, which underpins our 8% shareholding in Energy Resources of Australia.
History will show Europe was ill-advised to rely on Russian fossil fuels, and the energy crisis has delivered stark choices on climate change, government finances, inequality, inflation, politics and social cohesion.
We are in a new thesis and a regime change. Central banks previously supported asset prices but now the focus is on beating inflation. Investors need new strategies to adapt to the different conditions ahead.
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.