Tag Archives | equities

trading insights

Trading trends feature global moves

Notwithstanding the popularity of ETFs, Australians are increasingly trading directly on foreign exchanges as online brokers make execution easier. But traditional local names remain popular.

Uncertain times

Uncertain times but be ready to lock and load

Those who worry about a tough year for shares in 2019 should not overlook the risks in fixed rate bonds, which might not be the defensive play required at this time. Better to watch for the bargains the share market will offer.

mid-cap, large-cap

Changing landscape of US large and mid caps

The sizeable increase in the market capitalisation of the technology leaders has inadvertently led to reduced diversification via a reduction to a mid cap exposure in portfolios represented by the Russell 1000.

key attributes of great companies

Three key attributes of great companies

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.

income investors

Redefining risk for income investors

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.

value or growth investors

Should you be a value or growth investor?

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.

bond investors

Unwinding is warning of late stages of boom

Market fundamentals are pointing toward an era of high volatility and lower returns, which have not been factored into current prices. Better to wait till there is blood in the streets rather than be fully invested.

Register for our free weekly newsletter

New registrations receive free copies of our special investment ebooks.