The Royal Commission heard how the sale of OnePath by ANZ to IOOF is at risk of being stranded in a minefield of internal and external conflicts, and commissions to financial advisers were again in the spotlight.
Cuffelinks has published 15 articles related to Labor’s proposed franking policy. In this compendium, each article is summarised and linked to, plus a ‘sample letter’ to his local member from an aggrieved retiree.
Watching the commitment to buying shares by senior executives and board members can be a powerful pointer to company prospects, but investors need to read the right signs.
Devices connected to the internet, not just phones and laptops, are increasingly part of everyday life. Soon, it will be our lights and doorbells, and later, almost everything.
With Apple through to US$1 trillion, and Google, Amazon, Microsoft hot on its heels, could these megacaps be experiencing ‘runaway returns to scale’?
Most fund managers had a strong year in FY2018, but past bumper years when MTAA invested heavily in so called ‘low risk’ illiquid assets provide a warning in less fortuitous markets.
After failing to secure a buyer, Toys ‘R’ Us Australia is set to close down all of its toy and baby goods stores. The company has struggled globally against intense online competition.
Australian companies have a long and frustrating history of wasting billions of dollars of capital on overseas dreams, and institutional investors should be taking a harder line to protect their capital.
The attributes of great growth companies are not all contained within the numbers that look at the recent past. Investors need to analyse the industry growth trajectory, the barriers to entry, and the corporate culture.
Despite what the textbooks tell us, a world of more dominant players has not led to higher prices. How does this affect investing?
Fairfax and Nine together will not magically produce a great company. The business models of newspapers and free-to-air TV are compromised by giants in digital and media industries, and viewing habits have changed.
Many ‘baby boomer’ retirees contemplating decades of retirement prefer a sustainable lifestyle based on a steady income that keeps up with inflation. New perceptions of risk are required to meet such income demands.
The idea that stocks should be divided into growth and yield categories diverts us from fundamentals. Intrinsic value eventually manifests in higher cash flow, whether or not share price appreciation anticipates it.
Choosing the right managed account can be achieved more effectively by checking certain key features including fee structures, investment strategies, independence, performance and risk metrics.