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3 May 2024
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Markets have started this year well yet there are still several exciting long-term themes that are underappreciated by global investors. They include alternative assets, luxury goods, AI, and mission-critical financial firms.
The conventional academic view is that markets are efficient as they price in all available information effectively. Yet history shows the market can be wildly wrong on stocks, as may be the case with AI and China today.
Everyone including investors needs to evolve to get better. Here are five steps to improve your investment toolkit, including thinking probabilistically, running your own race, and measuring yourself objectively.
Many investors have written off the tech sector after last year's bloodbath. But tech is entering a new phase of growth and dominance, fuelled by innovation and AI, and there are compelling ways to play this theme.
The market’s myopia of 2022 has depressed valuation multiples on cyclically depressed earnings. The result is that many of the world’s most advantaged businesses can be acquired today at prices that are far below intrinsic value.
Spotify shares have fallen around two-thirds from their peak in 2021. Here are four key reasons why Spotify can materially increase its earning power in future years, making the stock significantly undervalued at present.
Growth investors are using Buffett to justify buying blue chip stocks at almost any price. It’s a recipe for potential disaster, as investors in market darlings like CBA and Cochlear may be about to find out.
With Australia’s population moving through the fastest rate of growth since the 1950s, our cities and towns are naturally densifying. This is a look at the latest trends and how they will impact the property market.
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here's a 24-point checklist of the most important issues to address.
Nvidia has taken the world by storm and is now the third largest stock on the planet - larger than Meta, Amazon, and Alphabet. Here is the latest take on Nvidia from a fund manager who first invested in the company in 2016.
Despite being richer, surveyed measures of happiness have been flat to falling in Australia. Some suggest we should focus less on GDP and more on broader measures of wellbeing, though there are pros and cons to that approach.
In an era where growth companies dominate and the likes of Nvidia grab all of the attention, dividend paying stocks are flying under the radar. Some of these stocks offer compelling prospective returns.
After more than a decade of pitiful yields, bonds are back offering better prospects for income investors. What are the best ways to take advantage of the market inefficiencies in Australian fixed income?