Leaders

According to index and data provider FTSE Russell, the global thematic investment market tripled in size in the three years to June 2021, hitting a record of US$660 billion ($892 billion). “Investors are becoming less satisfied with broad-based investments,” said the release, with most “looking for investment vehicles that cater to a narrower, more focused…

Predictions in 2020 were for the Australian arm of US juggernaut, Amazon, to have dominated local retail sales in just a few years. In 2020 alone, analysts predict that Amazon’s gross merchandise value – or the total value of products sold – grew three times faster than that of JB Hi-Fi. But this all changed…

You’re going to hear from Redbubble (ASX: RBL) bulls that the recent share price pullback has created an investment opportunity of a lifetime, and the operating leverage as they scale will drive up margins.  Well, today I’m going to debate with Lachlan’s bull thesis as to why I think that’s a furphy.  If you liked Redbubble at $6.70, you’re…

Polen Capital has an enviable track record of delivering overall out-performance and averaging double-digit annual returns for more than 33 years. Headquartered in Boca Raton in Florida, USA, the firm manage $80 billion in assets and provide investment strategies to wholesale & institutional clients around the globe. The Inside Investor recently met with Simon Gregory…

ASX tech shares have been taken to the cleaners in 2022. The local technology index is down 20% for the year, falling as much as 27% in March. Despite the dip, here are 3 ASX tech shares I’d be willing to pick up and hold for the next ten years. 1. Xero Limited (ASX: XRO) Xero…

The transition to clean energy supply to meet global climate targets and sanctions against Russian energy exports have boosted returns from renewable energy companies, as they benefit from greater demand and rising fossil-fuel prices. By 2050, the share of power from renewables globally is expected to rise to 60 per cent from current levels of…

The Russia/Ukraine crisis has been front and centre of investors’ minds as trade sanctions and supply chain disruptions start to impact company earnings. Russia is the largest supplier of gas, crude oil and coal into the EU, and is a major supplier of nickel (used in EV batteries) and aluminium (used in solar panel frames,…

Despite a pandemic that swept through the globe causing border closures, supply disruptions and a backlog in shipping lanes, the M&A market was largely unaffected. In-fact, according to a report published by law firm Corrs Chambers Westgarth, there was a 35% increase in the number of public market deals done in 2021 compared to 2020….

Here are 5 ASX dividend shares with 100% franking I’d look at buying today. 1. Commonwealth Bank of Australia (ASX: CBA) Bank shares have historically been popular investments for ASX dividend shares investors. A majority of earnings are paid out as dividends and their size afford them resilience when markets fall. But why choose CBA over the other…

JB Hi-Fi Limited (ASX: JBH) posted another positive trading update on Thursday revealing operating leverage and sales growth. The update was given to fully inform the market before the company closed applications for its previously announced $250 million buyback on April 8. JB Hi-Fi will return some of its $844 million war chest to shareholders by purchasing up…

Listed Investment Trust (LITs) have become the latest income-producing craze, with income-seeking investors starting to consider a switch to the closed-ended trusts. What are LITs and LICs? Firstly, listed investment companies (LICs) and listed investment trusts (LITs) are both managed investments that are listed on the ASX, and have a range of unique characteristics. LICs…

After the minor shock of Omicron, the COVID-19 pandemic looks to be nearing its end for most locations. A new world order post covid is characterised by geo-political tensions, heightened inflation and rising interest rates. Asset manager, Datt Capital, is of the view that investing will remain challenging in an unstable post-covid environment. Emanuel Datt,…