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3 July 2024
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In his latest memo, Marks outlines how today’s markets are dramatically different from those of the past 40 years, that equity valuations are mildly expensive, and the most compelling opportunities for investors.
All the evidence suggests investors can't forecast well. While that might appear to be bad news, if you dig a little deeper, it can create opportunities for those investors that are prepared to think differently.
We use weather forecasts to inform our planning but they do not entirely drive decision making. The same should happen with investment outlooks. A globally diversified portfolio will serve best in unpredictable times.
The end of the year is approaching fast, when investors consider rebalancing their portfolios. What are the big themes in a market facing the threat of inflation and rising rates for the first time in many years?
Investors should prepare for a decade of returns below historical averages for both stocks and bonds. Over the next decade, equity returns may be tiny compared with the lofty double-digit returns of recent years.
Recent history has been spectacularly good for most asset classes but there is a the colossal gap between fundamentally-based forecasts of stockmarket returns over the next 5-10 years and investor expectations.
Markets always deliver delusions and manias, but there's something unique now. Investors do not speak a common language at a time when there's more money for speculative ideas than ever. Check the water.
There are only three sources of returns when investing in companies. Whether an investment delivers on dividends, earnings or valuation expansion determines performance, and the contribution of each varies over time.
It's easy to find eminent market experts with completely opposite views on the market at any moment. View the forecasts of investment gurus for what they are: guesstimates. Only you can decide what's right for you.
A summary of 10 investing themes for 2021 including early-cycle opportunities, populism, digital transformation and supply chains, plus the outlook for equities, fixed interest and alternatives.
The next phase of recovery depends on immunity to COVID and reduced consumer reluctance to engage in normal economic activities. What are the various scenarios and how do they influence a balanced portfolio?
Global markets are more uncertain today than at any other time in our lives. Nobody knows the future but we must make decisions about it. A solid dose of intellectual humility is essential.
Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.
Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.
We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.
A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.
Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.