Archive | Shares

NAB announcement

What NAB’s announcement really means

NAB’s latest announcement shows we are at a critical turning point with technology replacing jobs, and Australia lacks the political will to drive innovation and avoid declining living standards.

banks

Banks reporting season Scorecard 2017

A look at the ‘star’ performances from the Australian banks’ financial results for 2017 and how they have handled non-bank competition, government levies and business divestments.

optimism

Three reasons the bull keeps running

In the ‘bull’ part of two articles, three charts justify why US equity markets continue to make all-time highs, and to date, it is the optimistic bulls who are enjoying the market’s performance.

business model

Business model disruption – Part 2

In Part 2 of this two-part series, Hamish discusses how the most dominant businesses of the last 50 years might struggle, faced with new threats, and even Warren Buffett and Charlie Munger are worried.

business model disruption

Business model disruption has barely begun

Facebook, Google and Amazon seem already entrenched in our lives, but with the information they know about their users, their ability to target advertising and products has only touched the surface of change.

shares US stocks

Are shares a long-term safe haven?

The short-term volatility of share prices, and the rapid falls which hit markets every 15 years or so, disguise the wealth creation effects of share investments over a long-term horizon.

CEO appointments

CEO appointments: internal or external?

The merit of appointing an internal or external CEO depends on the company’s circumstances. Internal appointments tend to be more successful, although alignment of interests with shareholders is critical.

bear

Goldilocks economy is keeping bears at bay

A ‘Goldilocks economy’ is one which runs neither too hot nor too cold. A combination of steady global growth, benign inflation and easy monetary conditions is carrying share markets to higher levels.

Indexing

The truth on three big indexing questions

Indexing has come under increasing criticism as it has grown rapidly. Three issues dominate the arguments but the indexing benefits of low cost and diversification means active and index funds have a symbiotic relationship.

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