FAANG

The promise of AI is inflating the prices of big tech stocks, and none have as much positive momentum as Nvidia – a big red flag, says Atrium Investment Management’s Brendan Paul. The key question is whether such companies can maintain long-term growth that justifies their elevated multiples.

A new date has entered share market history – 9 March, 2020. This day gave us the worst one-day drop on US markets since the GFC-inspired crash of 2008, with a global pandemic and an oil price war between Saudi Arabia and Russia the dual triggers. Since then, share markets globally have clawed back some…

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.

In recent years, it seems that there can’t be an investment opportunity without an acronym – but sometimes, it’s more than a bit of alphabetical fun. The hybrid securities world first got into the acronym craze, such that investors saw listed on the ASX such interesting offers as Sydney Airport’s SKIES (Sydney Kingsford Smith Interest…