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3 July 2024
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Markets are partying like it's 1999, but history suggests that US earnings and economic growth are vulnerable following an interest rate tightening cycle. Investors should prepare their portfolios accordingly.
Despite the rhetoric from some investors, backing smaller, riskier stocks in the Australian share market will not necessarily give better returns than larger, less volatile stocks.
The 20% share price gains over the past 12 months have not been supported by similar improvements in company earnings. The market is willing to pay far more for each $1 of profit or dividends.
Sharemarkets are booming not because companies are increasing earnings, but because falling interest rates are driving asset prices ever-higher. It is artificial and it will not end well.
Markets and assets look expensive, but technology at least offers high revenue growth and fast rates of adoption. However, much of that great promise may benefit consumers more than investors.
Stock markets overall had a good year in FY 2016/2017 while bonds and defensives like listed property struggled. Looking to the future, what are the three most-asked questions facing investors?
For many decades, stock market performance in January consistently outperformed other months of the year, but before you start planning an arbitrage strategy, that horse has bolted.
A simple strategy of backing prior winners and shorting prior losers has outperformed again in 2015, supporting arguments for 'momentum' investing. It's an example of a factor that can be used across a portfolio.
In part 2 of Who Wins? we look at an Australian investor holding US shares compared with an investment in the local market, plus the relationship between inflation and exchange rates.
A study of Australia's stock market returns for Australian investors versus the returns from the US stock market for US investors uncovers some interesting trends. Where do the returns come from in each country?
In the last part of our Labor v Liberal series, we look at the impact deficits and surpluses have had on equity returns. The statistics show an interesting trend of high performing equity markets in periods of deficit.
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.