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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
  • 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
  • How to avoid dud IPOs like Chrysos

    The initial public offering (IPO) of Chrysos Corporation Limited (ASX: C79) was supposed to be a local example of innovation. Using technology developed in conjunction with the CSIRO, the company built its proprietary PhotonAssay machine which provides faster and more accurate testing of gold samples. Instead, the IPO flopped, with the Chrysos share price down…

    Lachlan Buur-Jensen | 11th May 2022 | More
    The top five fallacies of managed funds

    Exchange-traded funds (ETFs) have been all the rage in Australia and around the world for several years now. Despite their success and popularity, the sector at last count represents just $100 billion of a $4.3 trillion broader asset market in Australia. By and large, the vast majority of assets remain invested in traditional managed funds,…

    Drew Meredith | 6th May 2022 | More
    Unlisted property funds outperform every asset class over the year

    Unlisted Australian Direct Property has emerged as the standout investment sector throughout Covid-19. The cream of the sector has rewarded investors, with some returns above the 40 per cent mark, outpacing most ASX sectors. And it comes at an opportune time, just as the RBA announces an interest rate rise on the back of a…

    Ishan Dan | 4th May 2022 | More
    Raiz smashes $1bn, Asia growth continues

    Australia’s leading micro-investing app, Raiz (ASX:RZI), posted its 3Q financials late last week, and they came in largely as expected. The platform has burst through the $1 billion funds under management (FUM) level, recording a rise of 46.7 percent year on year to $1.02 billion at the end of the quarter. Some of the highlights…

    Ishan Dan | 4th May 2022 | More
    Inflation is here to stay. Here’s why.

    Last week’s CPI print from the Reserve Bank of Australia (RBA) revealed a 5.1% increase, well above the central bank’s target band of 2-3%. The increase had been anticipated by the market given the flurry of quarterly updates by ASX during April highlighted inflation across various sectors with no clear end in sight: Audinate, the…

    Lachlan Buur-Jensen | 4th May 2022 | More
  • These are the top six stocks for May

    Stockbroker and wealth manager Morgans has released its “best ideas” paper, which outlines the broker’s best ideas offering the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are also the broker’s most preferred sector exposures. Here are six of its best picks: Wesfarmers (ASX:WES) – Large-cap idea –…

    Ishan Dan | 4th May 2022 | More
    Currency superpower status for Australia?

    Australia, being a major global commodity producer, has the potential to become a ‘superpower’ in the new commodity currency order. This is especially true if we consider the current geopolitical events that are taking place: Australia’s strong position should benefit from the renewed focus on gold. Jodi Stanton, CEO of Rush Gold says, “As a…

    Ishan Dan | 27th Apr 2022 | More
    Crowded trades and the challenge of volatility

    One of the more interesting and powerful implications of the pandemic, relating to investment markets at least, is the velocity at which every new piece of news or data is priced-into markets. We only need to look back at the events of March and April 2020 to be reminded that we experienced both the fastest…

    Drew Meredith | 27th Apr 2022 | More
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