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9 May 2024
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Today, the uranium market is driven by price-inelastic buyers who are motivated almost solely by supply worries - literally by the fear of running out. That could see high prices sustained for a number of years.
While other car giants committed early to an electric vehicle future, Toyota said that hybrids offered the most practical pathway to lower emissions. That decision looks prescient, and points to a bright outlook for the company.
A resurgent Japanese stock market has a new generation of investors asking if shareholder-friendly governance reform is finally embedded into corporate culture there. This explores the issue and what it means for investors.
Current stock market enthusiasm calls for caution, with rates now in restrictive territory and several indicators portending trouble ahead. There are some opportunities in areas that haven't been caught up in the market hype.
Many investors see Chinese property as an asset bubble that is popping. We think that assessment is incorrect and believe large, lowly indebted Chinese property developers offer a contrarian opportunity.
Rather than futile attempts to pick the bottom of the market, it's better to focus on improved valuations in quality companies and wait for the recovery in their businesses. But there are also problems to avoid.
Now we're captivated by inflation and higher rates but only a year ago, investors were certain of the supremacy of US companies, the benign nature of inflation and the remoteness of tighter monetary policy.
Buying mispriced stocks is often uncomfortable when companies are outside the spotlight and markets are driven by emotions. And it's inescapable that the price paid ultimately determines the end result.
As we slowly emerge from the pandemic, there is a small window where everyone is on the same team, fighting a war against a common, invisible enemy. It's an opportunity to make some big decisions.
Investors rarely ask fund managers the right questions, forcing a confusion between selling and investing. The relationship should focus on the long run and eliminate the luck and noise of short-termism.
Platinum's Kerr Neilson shares his insights into long term investing in global markets, especially the disruptive effects of technology and globalisation. And always with a focus on the price of a stock.
Highlights from UniSuper, Lizard Investors, Platinum Asset Management, and Wilson Asset Management.
Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.
How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.
Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.
The $3 million super tax will capture retired, and soon to retire, public servants and politicians who are members of defined benefit superannuation schemes. Lobbying efforts for exemptions to the tax are intensifying.
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
Debates about retirement tend to focus on the financial aspects: income, tax, estates, wills, and the like. Less attention is paid to the psychological challenges of retirement, which can often be more demanding.