Investors and financial market professionals underestimate the power of franking credits to enhance returns, especially in pension phase where franking is fully refunded.
General principles previously governed ethical investing, but both fund managers and clients now accept the more hard-nosed approach of eliminating certain companies from portfolios.
US shale oil producers and the combined alliance of OPEC and Russia need one another to maintain the ‘sweet spot’ in oil sector dynamics and profitability into the future.
It was a good reporting season with market EPS expectations increasing 1.6%, the best outcome since 2010, but as ever, some segments of the market are faring much better than others.
Sticking to a value-driven investment strategy is difficult in a market fuelled by hope and buoyant expectations. At what point should investors forego the equity market rally to prepare for a possible correction?
Not all business use their capital in the most productive way, and investors need to recognise when companies are struggling to generate cash flows to pay off debts when due.
Investors celebrated when the Dow broke through the 20,000 mark last month, but in real terms, it’s a more sobering picture. Australian stocks in particular are struggling to reach their previous heights.
Understanding the difference between first- and second-level thinking can make for more informed investment decisions, finding things others miss or bringing insights others don’t possess.
Pointing the crystal ball to 2017, what’s the outlook for residential property and which sectors of the sharemarket offer the most potential? There are new opportunities to buy some quality companies at reasonable prices.
Growth stocks can quickly turn from market darlings to market devils, and last year’s big winners often fail to perform in the following year. Here are four lessons to help avoid mistakes in the high-flyers.
It might be intuitive to think shares are more resilient to the effects of inflation than other asset classes, but as Warren Buffett warned in 1977, it could work the other way.
Investors have access to many sources of information, and investment ideas come in many guises from different places, some when you don’t expect them. Where have your best investments come from?
There’s a lot more to identifying great small companies than the financials, and it pays to lift the lid on the underlying characteristics of the best businesses, including the people who run them.