Many new ‘disruptive’ businesses are simply older-style businesses dressed up, and even if it’s an attractive and ultimately profitable new space, competitors will join the party.
Value and contrarian investors often buy shares in companies rejected by the market, which makes it the hardest way to invest. It looks great when it works but idiotic when the market continues to disagree.
SMSFs are continuing to use the ASX20 as a bargain buy, but are also diversifying into mid caps and international shares via direct investments, ETFs and LICs.
Claims that zero tax rates on superannuation pension funds are a rort are misinformed because they ignore the taxes paid to put money into super, and the social contract that super was designed for.
Many experts are warning that over the past 60 years, the yield curve has inverted in advance of every recession, but will a yield curve inversion have a different result this time?
Before the GFC, many experienced market professionals forgot about risks such as liquidity, and did not do the research needed to minimise the problems. It will all happen again.
About half of companies reported as expected in their latest financial results, and the rest were split between favourable and disappointing. Valuations are not cheap but some companies deserve to be expensive.
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Articles from previous editions
This brief history of the GFC and the lessons we should learn is a reminder that similar events will happen again at some stage, and this time we have no excuse not to be ready.
Financial adviser education, training and legislating ethical standards will help improve ‘best interests’ practices, but what about adviser experience? This important quality is near impossible to regulate.
Investment solutions that were once only available to the big end of town are now available to anyone willing to learn the same lessons, research the available products and try some new approaches.
The Royal Commission has severely damaged the reputations of many retail funds. While the CEO of the peak body for industry funds is not complacent, battles have been won.
The past few years have seen strong performance for Momentum and Growth strategies but poor outcomes for some with a Value bias. But is Value really due for a comeback as many people are arguing?
Bond investing is not only buy and hold and traditional return sources such as income, changing yields and duration. Relative value identifies market inefficiencies and uses risk management techniques in all market conditions.
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