Investing 101

The issue is that there is simply far too much flexibility and individual discretion as to what fits certain ESG criteria and what doesn’t

Green is the new black. Impact investing is the $2.1 trillion opportunity

With July coming to a close, it’s time for reporting season – and this year, it’s not going to be pretty.

While more and more Australian investors get comfortable with investing overseas, it’s fair to assume that Latin America is not on most people’s map of the investable universe – “there be dragons,” as the old mariners used to say.

The Altman Z-Score Screen is a useful fundamental tool that can be used by investors to measure the likelihood that a company will go bankrupt. Invented by US finance Professor Edward Altman, the Z-Score analyses 5 weighted business ratios to estimate the likelihood of financial distress.

Exchange traded funds (ETFs) have become an easy and popular way for investors to gain exposure to a basket of shares, commodities, or bonds, through the purchase of one security, the ASX-listed ETF, through a stockbroker, in exactly the same way you would buy and sell shares. The aim of an ETF is to closely…

Alignment of interest is a concept basic to a great many modes of human behaviour yet in the funds management sector it does not necessarily receive the attention it deserves.

In the middle of another COVID-19 shutdown and with most companies approaching full year earnings season, it’s important to take stock of what occurred in the previous few months. We have taken the opportunity to provide an update on some non-traditional Aussie blue-chips after the strongest quarterly for the market in decades.

The South China Sea conflict has largely been a case of ‘failure to act’ whilst the law of the sea has been flouted. China continues to exert military control over its neighbours over the hotly contested waterways, completely unabated.

Following on from my introduction into the world of alternative assets, this article will address one of the fastest-growing yet relatively poorly understood asset classes in the investment world: private credit. Put simply, private credit is non-bank lending, that is, it involves private groups like individuals and fund managers lending directly to business owners. In…

As an experienced financial adviser, with over 15 years in the industry assisting and supporting many self-directed investors, I’m always stunned to learn how few investors actively measure the performance of their portfolio. By measuring performance, I don’t mean looking at your 30 June value, dividends receives, or comparing CSL Ltd’s (ASX:CSL) price today to that when you bought for $2 at float; I mean the actual returns you have delivered from hours of analysis for your family.

The need for crude oil – and other fossil fuels –  is not going away anytime soon, and investors should be holding some assets that benefit from higher oil prices. That’s the contrarian contention from Tamim Asset Management, which has a near-term (18-24 months target on oil of US$50 a barrel; and, longer-term, does not rule out oil seeing a triple-digit price, which it has not seen since 2014.