Investing

Here are five lessons every investor can take away from FY22.

This time last year, BWX Limited was a small-cap fundie favourite, growing a portfolio of skincare brands including Sukin, Nourished Life, Andalou Naturals, Flora & Fauna and Mineral Fusion. Today, it’s a pariah. Here are three lessons every investor can take away from the downfall of BWX.

The S&P/ASX 200 Index is considered to be one of the benchmark Australian indexes. Most will know what the index represents. However, the composition, such as sector and company weightings, may surprise even seasoned investors.

Young investors are seemingly undeterred by the equity market volatility, according to share trading app Pearler. Pearler claims that on average, eight out of ten trades by its young customers are on the buy-side, versus two trades on the sell-side.

By following a simple practice known as dollar-cost averaging to buy shares or managed funds, investors can build holdings in assets in a non-emotional and disciplined way. Moreover, it may make good sense when share markets are falling, although it doesn’t work as well when prices are rising, according to some experts.

Legendary investor Ray Dalio has warned against believing all will be well if central banks simply increase interest rates to get inflation under control.

Australian women are, on average, investing more of their income into sharemarkets, and overwhelming focused on using their capital to back more ‘ESG friendly’ investments. These were among the key conclusions of Pearler, an investing app that seeks to both educate and build a community around finances and investing.

After decades in the industry there are a few key characteristics that tend to stand-out and are best to look out for when assessing these new and emerging opportunities.

Over the last few months, there’s been a lot of coverage on cryptocurrencies, namely Bitcoin, and its status as “digital gold.” The reason it is often referred to as “digital gold” is that bitcoin was seen to have been able to provide a store of value like gold. An uncorrelated asset won’t fall when the…

The month of May was a volatile one around the world, but ultimately the US markets finished flat and the S&P/ASX200 only slightly lower. This despite one of the most challenging economic backdrops in multiple years and the growing threat of higher interest rates around the world. So, why are markets seemingly rallying? One of…

Given the dramatic falls seen in markets last week, Australia now presents a particularly compelling opportunity to capitalise on the rotation towards value. That’s the view put forward by Martin Currie, an active equities investment manager and part of the Franklin Templeton Group. Reece Birtles, Chief Investment Officer, Martin Currie Australia, says “extremely high valuations…

Investing icon Warren Buffett once said, “Be fearful when others are greedy, and greedy when others are fearful”. And that’s exactly what he and his partner Charlie Munger have been doing. When markets were soaring over 2021, his holding company Berkshire Hathaway Inc (NYSE: BRK.A) was a net seller for five consecutive quarters. But since…