Markets

Price-to-sales ratios were viewed as something of a badge of honour by many in the venture capital and technology sector in 2020 and beyond. While those intricately involved in the sector couldn’t predict the future, the sheer number and successful listing of hundreds of tech unicorns in 2020 and 2021 may well have marked the end of this valuation measure.

Australia has thus far remained relatively immune from the inflation challenge occurring around the world, but the 5.1 per cent CPI result in May was met with significant concern from the central bank. While the majority was explicable, being rolling impacts on energy, education and property costs from the pandemic, the Reserve Bank has responded in the same way as most of its global counterparts.

Platform provider Praemium hosted their latest Key Market Drivers for 2022, focusing on inflation, interest rates, how to position a portfolio in these market conditions and what to tell your clients for your upcoming end-of-year client meetings.

It’s a well-known fact, women investors outperform their male counterparts and have been doing so for quite some time. New research from investment app, Pearler, has once again confirmed this admission: women have outpaced men in share investing despite wage disparity.

In these uncertain times, global asset manager Capital Group believes its important for advisers to step back and consider the long-term trends that are driving companies and markets. The team recently put together the ten most important themes for investors to consider in the year ahead.

It’s every Australian’s dream to win a division one jackpot. While your odds of that are pretty slim, you can now benefit from lotteries in another way. Last week The Lottery Corporation Ltd (ASX: TLC) – which owns brands including Tattslotto, Powerball and Ozlotto in addition to Keno outlets – was listed as a standalone…

The central bank expects house price growth to ease this year and house prices are already falling in Sydney and Melbourne; economists expect that price weakness will spread to other cities, which may limit the number of official interest rate rises this year that are needed to tame inflation. According to the Reserve Bank of…

Thanks to the rapid uptake in ‘green’ ESG funds by the wholesale and retail investment community, growth in clean and renewable energy is starting to bend the emissions curve. Yes, progress is being made; but nowhere near the required rate to prevent global temperatures from rising past a safe limit of 1.5 degrees Celsius. Far…

Jeremy Grantham’s “wild rumpus” appears to have well and truly begun. But it might only be the beginning of a gloomy period for markets. Jeremy Grantham, chief investment strategist of GMO and part-time prophet of doom, has been unusually quiet of late. One would expect the severe market dislocation we’ve been experiencing since the start…

At our core, almost every investor feels like a contrarian at some point in time. It is only natural to see value in something that has fallen significantly in a short period of time. And to be honest, I must have considered buying the leveraged Nasdaq ETF at least 10 times in the last few…

Big name Chinese equities including Tencent, Alibaba and JD.com dominated global equity strategies until late 2020. Almost every well-known fund manager in the country had significant weightings to the region on the basis that it had continued to grow strongly during the pandemic and had a strong economic backdrop in the years to come. Naturally,…

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…