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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
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
  • Two strategies focused on a better future

    The demand from investors for “sustainable” investment products has doubled in the past two years. There are now so many options available for investors to choose from, it can be difficult to choose the right product that aligns with one’s sustainability goals. If you aren’t sure what stocks to buy, a good way to gain…

    Ishan Dan | 29th Apr 2022 | More
    Don’t believe the inflation hype

    From the outset, it is important to highlight that I do not disagree that interest rates should be higher than the current ‘emergency’ settings by the Reserve Bank of Australia (RBA). Rather, in my view, much of the data suggests that interest rate hikes will do little to solve the inflation challenge facing not just…

    Drew Meredith | 29th Apr 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
    Sanctions on Russia usher in new era for gold

    For as long as Warren Buffett has been value investing, which has been seven decades, gold bugs have been spruiking their favourite precious metal’s ability to safeguard a portfolio during times of war and act an inflationary hedge when fuel prices rise. An inflationary hedge is one that protects against the decrease of the Australian…

    Ishan Dan | 22nd Apr 2022 | More
    Wealthy investors not driving property prices

    Surging home property prices, that have moved property to unaffordable levels partly due to decades of falling interest rates, are often blamed on the wealthy property investors who drive prices higher. But this myth has now been busted. According to BMT Tax Depreciation, Australia’s leading supplier of tax depreciation schedules, investors are not the driving…

    Ishan Dan | 13th Apr 2022 | More
    Lots of Lithium; not enough mines

    Elon Musk Tweeted this morning that his company, Tesla, may have to start mining due to the skyrocketing lithium prices it is paying in order to produce lithium batteries. Electric vehicle (EV) giant Tesla may look to mine its own supply after the lithium price rose from US$17,000 per tonne in 2021 to more than…

    Ishan Dan | 13th Apr 2022 | More
  • Unique options to protect the downside in portfolios

    During times of crisis such as the current war in Ukraine and rising global tensions, markets tend to fall because of fear and uncertainty. Advisers looking for a way to hedge against this declining market or the possibility of a decline to come might want to consider using covered call options for their clients, especially…

    Ishan Dan | 8th Apr 2022 | More
    Polen Capital’s new form of ‘value investing’

    Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manage $80 billion in assets and provide investment strategies to wholesale & institutional clients around the globe. The Inside Investor recently met with Simon Gregory…

    Ishan Dan | 6th Apr 2022 | More
    Opportunities expand in clean-energy sector as returns rise

    The transition to clean energy supply to meet global climate targets and sanctions against Russian energy exports have boosted returns from renewable energy companies, as they benefit from greater demand and rising fossil-fuel prices. By 2050, the share of power from renewables globally is expected to rise to 60 per cent from current levels of…

    Nicki Bourlioufas | 6th Apr 2022 | More
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