Articles from: Looking for value in small companies to Keep eye on key support levels
Date: 30 Jan 2014
It's that time of the year when fund managers and strategists forecast share-market returns for the year ahead
Date: 18 Mar 2016
For those lacking a long-term investment horizon, recent market volatility is probably a frightening experience given the relative calm since the GFC--has it really been eight years? With momentum trades under pressure, valuation is becoming of greater importance as is the sustainability of cash flows and balance sheet strength.
Date: 14 May 2013
First coined by Goldman Sachs in 2001, the acronym "BRIC" - standing for Brazil, Russia, India and China - has become a shorthand way of describing the economic power shift from the developed to the developing world in the past decade
Date: 13 Apr 2015
Date: 02 Nov 2015
Date: 03 Mar 2014
Date: 05 Aug 2014
Date: 26 Aug 2015
Matthew Strauss, vice president and portfolio manager at Signature Global Asset Management, says that investors should look past the shorter-term uncertainty and volatility
Date: 01 May 2013
With Australian 30-year bonds at historically cheap prices, investors have an opportunity to cash in, according to FIIG Securities
Date: 15 Oct 2015
Investors now have the opportunity to invest in the biggest initial public offering (IPO) of the year through Australia's largest provider of super fund administration, Link Group
Date: 11 Dec 2015
The fall in the Australian dollar will only give a moderate lift to several companies in 2016, given many have revenue in sterling or euros and any further decline in the Australian dollar could be limited by meaningful offshore investment and merger and acquisitions activity, according to Morningstar head of equities research Peter Warnes
Date: 27 Sep 2013
Australian listed investment companies (LICs) stand alongside the big banks and Telstra (TLS) when it comes to delivering stellar income returns for investors
Date: 08 Dec 2016
President-elect Trump and his team are contemplating the most significant changes in fiscal policy since the Reagan presidency
Date: 20 Sep 2013
The collapse of US bank Lehman Brothers in 2008 spurred one of the greatest financial meltdowns the world has ever known
Date: 30 Apr 2015
It is always nice to see how the SMSF sector is progressing and what the new trends are, identifiable from the financial returns and other interactions between the Australian Taxation Office (ATO) and trustees, even if they are relying on old data
Date: 27 Aug 2014
Companies covered in this report: • Lend Lease
Date: 20 Feb 2014
Companies covered in this report: • Leighton Holdings
Date: 08 Apr 2014
A combination of falling commodity prices and reduced investor sentiment appear to have had a negative impact on resources company initial public offerings (IPOs) during 2013
Date: 08 Oct 2013
With the Australian share market presently hovering around is long-term fair value at around 14 times forward earnings, investors may be wondering at which end of the spectrum they will find the best quality stocks
Date: 09 Oct 2015
The sun is rising again for Japanese stocks, as record corporate profits and a weak yen drive markets higher
Date: 22 Jun 2015
This week we continue with some thoughts on the psychology of the markets
Date: 23 Apr 2015
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Date: 22 Jan 2015
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Date: 06 Jul 2015
With the Reserve Bank of Australia (RBA) policy rate now at 2 per cent and Australian banks much more focused on raising capital than raising deposit funding, the "free lunch" that Australian investors quite rightly feasted on has ended
Date: 22 Jul 2016
One small footnote to the Brexit controversy: It has invigorated my interest in Lord Mervyn King's concept of radical uncertainty
Date: 11 Jan 2017
As co-author Andrew Balls and I noted, the only certainty in our view is that the "tails" in the distribution of potential macro outcomes have become fatter--that is, more extreme scenarios, which usually have a low probability of taking place, have become more likely
Date: 24 Jun 2013
My last note touched on the importance of strategy as the very first requirement when thinking about your portfolio
Date: 10 Mar 2016
Date: 10 Sep 2013
At its annual general meeting in late August, Metcash Limited (MTS) said it is expecting a fall in underlying earnings per share (EPS) for the fiscal year to April 2014 in the high single digits
Date: 13 Jul 2015
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