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Tech vs. valuation
With the end of the month comes another round of investment manager portfolio updates. This week we move our attention to tech company valuations, with the...
Winning in a "K-Shaped" Recovery
The S&P 500 Index reached a historic high on February 19th of this year, only to break that record less than six months later. On its face this sounds...
Governance: Raising the bar
Governance is the pillar of environmental, social and governance (ESG) principles that investors have been actively considering for the longest period of time....
The Post-COVID economic factors to consider
For obvious reasons, everyone is focused now on the pandemic, the mitigation policies being put in place to control it and the huge monetary, fiscal and...
Device Stars Part 3
4DMedical (4DX, $1.58)Market capitalisation: $418 millionThree-year total return: n/aAnalysts’ consensus target price: $1.70 (Thomson Reuters) Imaging...
Backing Buffett's Big Japan Bet
It seems as if Japan does not get a lot of respect from external investors, for good reasons. The Nikkei index appears to disprove the theory that the...
Two out of three on ESG
Melbourne: ESG (Environmental, Social and Governance) is one of the fastest growing trends ininvesting globally. It has become part of the funds management...
A Q&A with Luke Laretive
We are pleased to speak with Luke Laretive of Seneca Financial Solutions this week. Luke Laretive must be one of the most prolific sharemarket writers in the...
Managed accounts growth beats predictions
In the middle of 2015, Morgan Stanley Research in Australia published a report which predicted that managed accounts would prove to be a major disruptor of...
Earnings volatility creates opportunity
The rollercoaster in global equity markets during the first half of the year is now behind us, and although the market has rebounded, many industries still...
Looking for hidden ESG gems
Looking for hidden ESG gems: a new frontier for responsible investing with “improvers” The ongoing Covid-19 crisis is likely to bear long-term...
Market rules. There are no rules
Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and smashing demand.
2 Broker upgrades and downgrades
Broker upgrades 24-28 August 2020 Redbubble (ASX:RBL) – Morgans has upgraded its recommendation to Add from Reduce. That’s effectively a...
ESG ratings under scrutiny
In the wake of the pandemic, investors have continued to pile money into variously labelled ESG/sustainable funds. Are they doing what they say?