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22 April 2025
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It's so tempting to get lost in the noise and intrigue of financial markets that we can easily forget what type of investor we are. To have any chance of success, it's critical to avoid playing somebody else’s game.
Investment styles go in and out of fashion and can explain why some fund managers spend long periods under- or out-performing an overall index. But what are these major styles?
As we wrap up 2014 and position ourselves on the blocks of 2015, it is worth considering how investors and consumers might behave. The big uncertainties centre around economic growth, inflation and the value of stocks.
It's surprising to learn that only 25% of Australian listed companies are actually profitable. Whether you favour fundamental or technical analysis or both, how do you find and invest in cheap, good quality companies?
While fund managers are reluctant to reveal their newly-found 'top picks' to the public, there is an underlying process which can be used to identify an attractive company to invest in.
When investing capital, you expect the return to adequately compensate you for the likelihood of loss. Understanding both risk and reward is vital, so the more you know about 'knowns' and 'unknowns' the better.
Value investing is much more than simply buying cheap stocks. The quality of a company is extremely important and there are three key elements you should consider that will help sort the good from the bad.
Investors are often advised to take the long-term view and pay little attention to the ups and downs of the market. But adopting a strict ‘set and forget’ strategy can sometimes be short-sighted.
The two main approaches used to find good companies in equity markets are technical and fundamental analyses. Devotees of each style will argue their way is best. Roger Montgomery favours the fundamentals.
Looking beyond the top quality companies, it pays to find the true visionaries, the companies whose prospects are compelling into the distant future because of the strong momentum they have built.
Poor quality companies sometimes deliver impressive short term gains, especially when left behind in a previous rally, but the longer term is likely to disappoint. When equity markets turn, nobody likes to be exposed.
Many people who open a small business learn the most valuable lessons on the job. Here are some hard-earned insights after 20 years without a big corporate structure to deliver a regular pay cheque.
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?