The tables have turned after quarter from hell

“Patience is a virtue” may well be the best way to explain the performance of the Australian sharemarket in the March quarter. As the rest of the world, but particularly fast-growing technology stocks listed on the NASDAQ entered free fall, the local S&P/ASX200 benchmark bucked the global trend to deliver a return of 2.2 per…

Drew Meredith | 18th May 2022 | More
Jump in grocery prices supports supermarket profits, for now

Grocery prices have soared in Australia, rising at a faster pace than the Consumer Price Index, which is benefitting the earnings of Coles and Woolworths. However, the boost could be temporary, with food inflation expected to moderate next year. The rise in inflation globally has exceeded wages growth, eroding households’ purchasing power. Lower income households…

Nicki Bourlioufas | 18th May 2022 | More
Top of the pops – top global funds had one thing in common

March stands out as being one of the most difficult periods for investors in a generation. On the one hand, bond markets send fixed income to its worst return in more decades, and on the other, equity markets were sold off broadly on valuation concerns as bond yields ended a forty-year downward trend. It is…

Drew Meredith | 18th May 2022 | More
Thinking about investing in Bitcoin? Download ETF Securities Primer here

Bitcoin — Digital Gold This research primer is a guide to understanding Bitcoin. It explains why Bitcoin is important, how the technology for Bitcoin is likely to change over the next decade, how we can value Bitcoin, and what the main risks associated with investing in Bitcoin are. We believe Bitcoin presents the investment opportunity of…

The Inside Investor | 18th May 2022 | More
It’s not all bad news as markets retreat on inflation news

Despite the media hype surrounding last week’s US rate hike, interest rates are going up but not as fast or as damaging as everyone thinks. The RBA upped rates for the first time in over 11 years by 25bps to 0.35 percent from 0.10 percent. Roughly a $65 a month increase, on a twenty-five year…

Ishan Dan | 18th May 2022 | More
News
Why bank analysts prefer this quality lender over the rest

Morgans have released a summary of the key points from the recent bank reporting season. Of the banks that reported, Morgans says NAB was in line with consensus expectations, while ANZ and WBC beat consensus earnings expectations. Despite this, Morgans holds NAB as having the strongest 1H22 performance overall. NAB produced the strongest profit growth…

Ishan Dan | 18th May 2022 | More
What are Stablecoins and how do they work?

Stablecoins are one type of cryptocurrency that is designed to maintain a fixed value over time. The value of a stablecoin is typically pegged to another asset class such as fiat currencies or precious metals. In this setup, one unit of the cryptocurrency typically equals one unit of the real currency. Unlike highly volatile cryptocurrencies…

Kimora Diep | 15th May 2022 | More
Is this the Lehman moment for stablecoins?

Recent falls seen in cryptocurrency markets are being blamed on the crash of a stablecoin TerraUSD which fell 90 per cent from its $1 value this week, while its sister token Terra (LUNA) slumped more than 99.97% in the past five days. Stablecoins are cryptocurrencies where the price is designed to be pegged to fiat…

Ishan Dan | 13th May 2022 | More
What is Luna and is it really the end for crypto?

This week’s crash and burn of stablecoin Luna and TerraUST have raised concerns about the implications such a crash will have on investors, VC funds, other larger cryptocurrencies and the wider economy. It even raised the eyebrows of US Treasury Secretary Janet Yellen who outlined her stance on the risks that exist with stablecoins. Yellen…

Ishan Dan | 13th May 2022 | More
Opinion
Science versus history on predictive ability of yield curve

“Whatever you are thinking might be the trigger of a potential correction today, you are quite likely to be wrong” explains Michael Hampden-Turner, Director of Fixed Income at FTSE Russell in a recent blog post discussing the recession predicting capabilities of the yield curve. Headlines have been dominated by the undeniable fact and historic analysis…

Drew Meredith | 13th May 2022 | More
White noise: Great for babies, not so good for investors

White noise is broadly defined as the combination of sounds of all different frequencies together, typically being used to mask other sounds. Among the most common uses of white noise is to help babies (and adults) sleep without background noise. Whilst highly powerful for this purpose, one could easily make the opposite conclusion when it…

Drew Meredith | 13th May 2022 | More
Your guide to the bitter AGL demerger 

It’s not quite a 1980’s style corporate raider attempt, but it’s pretty darn close. Australia’s 4th richest man is trying to disrupt the dissembling of the country’s largest energy generator and retailer. After previously trying to buy the whole company twice, MikeCannon–Brookes, through his holding company Grok Ventures, has effectively secured 11% of AGLEnergyLimited (ASX:…

Lachlan Buur-Jensen | 13th May 2022 | More
Netflix, Tesla, NVIDIA still popular despite mass tech selloff

In the US, corporate earnings season is in full swing, and it couldn’t come at a worse time. Investors are fleeing away from risk and to safety putting the market in a bearish unforgiving mood. Companies that have missed expectations have been absolutely smashed. According to FactSet, 70 per cent of S&P500 companies that have…

Ishan Dan | 11th May 2022 | More
IN Discussion
INDepth with Damien Cronin from Alceon

Damien Cronin from Alceon goes in depth with Peter White from The Inside Network on ‘Private Real Estate Debt in Australia’. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.

The Inside Investor | 25th Feb 2022 | WatchPause
IN60 with Damien Cronin from Alceon

Damien Cronin from Alceon answers ‘quickfire’ questions with Peter White from The Inside Network. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.

The Inside Investor | 25th Feb 2022 | WatchPause
INSight#137 with Jess Renden from Cointree

Jess Renden from Cointree shares insights with James Dunn from The Inside Network on ‘Can you explain Cointree’s unique edge amid a surge in ETF investment opportunities?’ Visit Cointree’s website to find out more. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.

The Inside Investor | 29th Nov 2021 | WatchPause
INSight#136 with Jess Renden from Cointree

Jess Renden from Cointree shares insights with James Dunn from The Inside Network on ‘The regulatory of cryptocurrency is fast evolving, how does this affect the industry?’ Visit Cointree’s website to find out more. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.

The Inside Investor | 29th Nov 2021 | WatchPause
Podcasts
Datt fund: 3 yrs with 15%p ave returns
The Inside Investor | 25th Oct 2021
Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
The Inside Investor | 14th Sep 2021
Hayden Nicholson, Bell Potter Securities
The Inside Investor | 7th Jul 2021
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Investor | 10th May 2021
Leaders
Two of the most bullish bets on the ASX

Markets around the world are still in freefall as losses mount as a result of investors moving out of risk partly due to inflation fears and supply chain disruptions partly due to the crisis in Ukraine and Covid lockdowns in China. The market is yet to become comfortable with the rate hike cycle that is…

Ishan Dan | 18th May 2022 | More
Good time to buy quality semiconductor companies, say experts

For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now rating them as a buy, according to data from the Wall Street Journal. The prices of semiconductor companies have dropped sharply this year amidst a broader sell-off in technology stocks…

Nicki Bourlioufas | 13th May 2022 | More
SMSFs
Superannuation returns hit by volatility 

A bounce in share markets in March supported superannuation fund performance in the first quarter of 2022. However, with inflation concerns mounting, global share markets remain volatile, including the hard US share market, which is likely to dent superannuation returns for the current financial year.  Superannuation research house SuperRatings found the median balanced option rose…

Nicki Bourlioufas | 29th Apr 2022 | More
Minimum pension reduction offers opportunity for growth

Among the Federal Budget proposals that received the least fanfare was the extension of the ‘temporary’ relief on the minimum drawdowns for account-based pensions. Whilst the media attention on the legislative change immediately highlights the fact that it benefits the wealthy more than the rest, it affords an entire generation of Australians greater flexibility. Few…

Drew Meredith | 6th Apr 2022 | More
Authors
415 Articles
Ishan a Senior Journalist covering the Inside Investor and Insider Adviser publications. Ishan has extensive experience across financial markets with roles spanning stockbroking, financial advice and platform administration. Ishan has written for well-known finance publications including Marcus Today, The Bull, MoneyandLife among others. Ishan’s varied experienced has given him sound expertise across the entire spectrum of finance and investing, with specific experience commenting on portfolio construction, direct shares and managed fund investing.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
576 Articles
Drew is Contributing Publisher of the Inside Investor and the Inside Adviser. Drew is an experienced financial adviser, as well as a regular contributor to the Unconventional Wisdom Journal, Money magazine, the Australian Financial Review and various other trade publications. Where Drew's comments constitute advice, it is general advice only (AFSL383169). They have not considered the readers personal or individual circumstances. Readers should seek professional advice before acting on any comments.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
31 Articles
Greg has worked in financial services-related media for more than 30 years. He is a former economics writer for the Sydney Morning Herald and assistant editor and business editor for the Australian Financial Review. Greg has founded many magazines, newsletters and conferences in the funds management industry. Titles he has launched include: Super Review, Investor Daily, IFA, Investor Weekly, Investor Supermarket, SMSF Magazine, the Blue Book, Investment Magazine, I&T News, Professional Planner, Top1000Funds.com, IO&C News, Investor Strategy News and New Investor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
4 Articles
David Chaplin is publisher of Investment News NZ. David is a reputed financial services journalist with over 15 years’ experience covering the investment, superannuation and advice industries in both Australia and New Zealand. In addition to publishing the weekly editions of Investment News, David contributes to several publications on a freelance basis.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum