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With slowly moving into the distance, a myriad of negative pressures have created an inflationary outlook shaped by historically high levels of Government stimulus spending, rising interest rates and supply chain disruptions. The ongoing war in Ukraine has only exacerbated existing headwinds. The rapid onset of inflation has caught many advisers off-guard. It means that…

Wesfarmers Ltd (ASX: WES) has long been admired for its track record of exceptional shareholder returns. If you invested $10,000 in 1984, it would be now worth $7.1 million compared to just $492,000 if invested in the index. But with the Wesfarmers share price down 27% from its high, now is a good time to…

Elon Musk, the world’s richest man has declared publicly his intention to take private Twitter Inc (NYSE: TWTR). Last week Musk sent a $43.4 billion ($54.20 per share) offer to the Twitter Board to buy the remaining 91% of the business he doesn’t already own. The Board is yet to officially respond. Instead, it has since…

Cathie Wood, the chief investment officer, founder and head of ARK Invest, the specialist new-economy house, is often spoken of as the Warren Buffett of innovation, fintech, new tech and clean energy – despite a 60%-plus slump in the price of the firm’s flagship ARK Innovation ETF (NYSE Arca: ARKK) from its 2021 peak. But…

The recent earnings season triggered a market rotation out of high-flying growth stocks such as Zip Co (ASX:Z1P) and Kogan (ASX:KGN), back into cyclical energy/commodity stocks such as Woodside Petroleum (ASX:WPL) and Iluka (ASX:ILU). Many of these Covid-winners, stocks that did exceptionally well during Covid, had an extremely poor time adjusting back to pre-Covid levels…

Surging home property prices, that have moved property to unaffordable levels partly due to decades of falling interest rates, are often blamed on the wealthy property investors who drive prices higher. But this myth has now been busted. According to BMT Tax Depreciation, Australia’s leading supplier of tax depreciation schedules, investors are not the driving…

2022 could be a good time to start investing in ASX shares for beginners. There has been a lot of declines on the ASX share market, so there’s plenty of opportunities. Over the long-term, I think that ASX shares can produce good results. But shares can see some major volatility in the short-term. I see…

Value managers are seeing somewhat of a renaissance in 2022; at the very least, those which have been overweight underperforming materials, financials and traditional cyclical companies have done exceptionally well. Platinum Asset Management (ASX:PTM) remains one of Australia’s most well-known value managers, but the last decade has not been easy for the firm. In fact,…

New kid on the block Endeavour Group (ASX: EDV) has flown under the radar since its listing in June last year. Spun off from under the Woolworths Group Ltd (ASX: WOW) umbrella, Endeavour houses liquor retailers Dan Murphy’s and BWS in addition to the pub and hotel operations of ALH Group. Other notable businesses include popular delivery…

Boutique Melbourne-based manager Datt Capital says Australian companies can steal global market share during the Ukrainian crisis, largely because Russia’s endowment of natural resource riches is very similar to Australia. Emanuel Datt, chief investment officer, says, “The Russian output of key commodities as a portion of global production is significant. The production figures include steel…

The Magellan Financial Group Ltd (ASX: MFG) share price just jumped 12% in early trading despite funds under management (FUM) outflows in March. Magellan share price rises The funds management business just announced that between 11 March 2022 to 31 March 2022, it experienced net outflows of approximately $1.1 billion. This comprised net retail outflows of $0.5…

According to index and data provider FTSE Russell, the global thematic investment market tripled in size in the three years to June 2021, hitting a record of US$660 billion ($892 billion). “Investors are becoming less satisfied with broad-based investments,” said the release, with most “looking for investment vehicles that cater to a narrower, more focused…