Investing

Given the dramatic falls seen in markets last week, Australia now presents a particularly compelling opportunity to capitalise on the rotation towards value. That’s the view put forward by Martin Currie, an active equities investment manager and part of the Franklin Templeton Group. Reece Birtles, Chief Investment Officer, Martin Currie Australia, says “extremely high valuations…

Investing icon Warren Buffett once said, “Be fearful when others are greedy, and greedy when others are fearful”. And that’s exactly what he and his partner Charlie Munger have been doing. When markets were soaring over 2021, his holding company Berkshire Hathaway Inc (NYSE: BRK.A) was a net seller for five consecutive quarters. But since…

Bitcoin – Digital Gold This research primer is a guide to understanding Bitcoin. It explains why Bitcoin is important, how the technology for Bitcoin is likely to change over the next decade, how we can value Bitcoin, and what the main risks associated with investing in Bitcoin are. We believe Bitcoin presents the investment opportunity of…

Despite the media hype surrounding last week’s US rate hike, interest rates are going up but not as fast or as damaging as everyone thinks. The RBA upped rates for the first time in over 11 years by 25bps to 0.35 percent from 0.10 percent. Roughly a $65 a month increase, on a twenty-five year…

“Whatever you are thinking might be the trigger of a potential correction today, you are quite likely to be wrong” explains Michael Hampden-Turner, Director of Fixed Income at FTSE Russell in a recent blog post discussing the recession predicting capabilities of the yield curve. Headlines have been dominated by the undeniable fact and historic analysis…

White noise is broadly defined as the combination of sounds of all different frequencies together, typically being used to mask other sounds. Among the most common uses of white noise is to help babies (and adults) sleep without background noise. Whilst highly powerful for this purpose, one could easily make the opposite conclusion when it…

The initial public offering (IPO) of Chrysos Corporation Limited (ASX: C79) was supposed to be a local example of innovation. Using technology developed in conjunction with the CSIRO, the company built its proprietary PhotonAssay machine which provides faster and more accurate testing of gold samples. Instead, the IPO flopped, with the Chrysos share price down…

Exchange-traded funds (ETFs) have been all the rage in Australia and around the world for several years now. Despite their success and popularity, the sector at last count represents just $100 billion of a $4.3 trillion broader asset market in Australia. By and large, the vast majority of assets remain invested in traditional managed funds,…

Unlisted Australian Direct Property has emerged as the standout investment sector throughout Covid-19. The cream of the sector has rewarded investors, with some returns above the 40 per cent mark, outpacing most ASX sectors. And it comes at an opportune time, just as the RBA announces an interest rate rise on the back of a…

Australia’s leading micro-investing app, Raiz (ASX:RZI), posted its 3Q financials late last week, and they came in largely as expected. The platform has burst through the $1 billion funds under management (FUM) level, recording a rise of 46.7 percent year on year to $1.02 billion at the end of the quarter. Some of the highlights…

Last week’s CPI print from the Reserve Bank of Australia (RBA) revealed a 5.1% increase, well above the central bank’s target band of 2-3%. The increase had been anticipated by the market given the flurry of quarterly updates by ASX during April highlighted inflation across various sectors with no clear end in sight: Audinate, the…

Stockbroker and wealth manager Morgans has released its “best ideas” paper, which outlines the broker’s best ideas offering the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are also the broker’s most preferred sector exposures. Here are six of its best picks: Wesfarmers (ASX:WES) – Large-cap idea –…