Insurance: A Rare Winner from Higher Interest Rates? 17/8/2023 It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013...
Is Healthcare a Safe Haven for ASX Investors? 22/2/2024 Healthcare accounts for approximately 10% of the S&P/ASX 200 index and is widely regarded as a reliable and defensive sector that provides returns that are relatively uncorrelated with the rest of an...
Investment Wisdom: Buying Well 15/2/2024 On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things...
A 2024: All About the Vibe 1/2/2024 As we highlighted in our prior market insight, 2024 is set to be a historic year for elections, with more than 2 billion of the world’s population across 50 countries set to head to the polls. The most widely publicised is...
ASX Reporting Season: When to Sell Your Stocks and Why 3/8/2023 With the end-of-financial-year reporting season upon us, it’s often good to have a game plan going for when each of the companies you own publishes their full-year financial results. In particular,...
From Doom to Boom: The Story of 2023’s Economic Surprises 23/11/2023 As we highlighted in last week’s article “The Power of Positive Thinking,” 2023 began with many dire predictions about the economy and asset prices. So far, these forecasts have not borne fruit, with...
U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the...
Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains
What is a recession and what does it mean for investors? 6/7/2023 Fearing a recession is natural. Recessions are an economic reality. They typically start before anyone realises they’re happening and end before economists have enough data to know they’ve finished....
Why It Pays to be a Long Term Investor 27/4/2023 Every year, index fund provider Vanguard makes a chart available that shows the returns of various asset classes over the past 30 years: shares (Australian, international and U.S.), bonds, Australian-listed property,...
A Unique Opportunity to Access the Ground Floor of Innovation 27/7/2023 We’ve written several times about the historic difference in valuation between small and large companies. There’s a number of ways investors could take advantage of this–small cap ETFs, small cap...
Diversification: Can You Have Too Much? 13/7/2023 Diversification is no secret, it’s a well-known part of investing. “Don’t put all your eggs in one basket” is a common phrase that we learn at a young age, and something that most people put into action, at least to...
