one thing investors cant ignore 2021

Why is the market so high? Why has “value” underperformed? It’s not a simple answer, but it’s not all that complex either. I’ve broken it down to: Risk and Return...

We believe the one thing investors cannot ignore in 2021 is whether the businesses they are invested in have pricing power. Many people are forecasting an increase in...

Which of the two Australian stock markets will you be invested in over 2021? The expensive one, trading on record multiples and very high expectations? Or the normally...

2020 wasn’t the year anyone expected. Every year has a big surprise of some sort – or what Dr Don Stammer has long called factor X. But they don’t usually have such a...

If we were to organise the Grand Financial Debate ahead of 2021, what would be the main topic of discussion? Plenty to choose from. Is inflation making a come-back,...

In 2003 I bought a million shares in a stock called Paladin (ASX: PDN) at 1.6 cents. I sold them two weeks later for 3.2 cents having doubled my money and pocketed...

As natural resources equity investors, we believe the clean energy transition and its impact on materials demand should not be overlooked. This is a global, multi-year...

Covid-19 dominated the headlines in 2020, but it should also be remembered for the Reserve Bank of Australia embracing an assortment of avant-garde actions. In many...

With the ASX 200 up 10% in November alone and the Dow briefly cracking 30,000 points, investors seem “off to the races” (okay, perhaps that’s a bit premature!). Awash...

One thing investors cannot ignore in 2021 is the impact Molecular Targeted Radiation (MTR) will have on cancer patient outcomes. What is Molecular Targeted Radiation?...

To earn an income of $100,000 per annum before tax in 2012, a conservative investor needed $2 million in a 12-month term deposit. Today that number sits at an...

2020 has been anything but normal. We have lived through a global pandemic; survived enforced lockdowns; learnt to teach our children by ourselves; and have all became...

When it comes to liquidity, Australian investors think inconsistently across their portfolios, especially in relation to where they source income. While most are...

In recent weeks, markets saw a shake-up off the back of positive news that included both a COVID vaccine breakthrough and Biden’s win in the US election. These events...

It’s that time of year again: the annual fixed income bond kicking competition as we head into 2021, something not even Pfizer could develop a vaccine for. No doubt...

In 2000 I was a student at Harvard Business School and got the opportunity to do an internship at a venture capital fund in Beijing. On my first day, I woke up early...

Australian renewables are no longer a small and nuanced asset class for the environmentally-focused. The latest state government budget announcements confirm driving...

Given the extraordinary events of the COVID-tortured 2020, there are many things investors may not be able to ignore in in what is hopefully a less-traumatic 2021. The...

I recently picked my seven-year old daughter up from school, gabbling excitedly about what she had just learnt about solar energy. The drive home was punctuated with...

If the underlying purpose of investing is to preserve and grow your purchasing power, then the biggest conundrum is surely defining the value of a dollar – especially...