Asset allocation

The Zip Co Ltd (ASX: Z1P) share price and Sezzle Inc (ASX: SZL) share price are on watch after confirmation of potential takeover talks. Both Zip and Sezzle are both buy now, pay later (BNPL) players. Sezzle operates predominately in the US, while Zip is largely in Australia though it does have a growing presence in the US and…

HUB24 (ASX:HUB) – Shares in the leading wealth management platform are rising on the back of record second-quarter net inflows of $3.6 billion. This includes $349 million moved to the new Rhythm Super product, a private-label wealth management platform owned by Insignia (ASX: IFL), the former IOOF. The strong quarter means the group is now…

Block (ASX:SQ2), the purchaser of Afterpay, has finally landed on the ASX. The shares (actually CHESS depositary instruments, or CDIs) started trading last Friday on a deferred settlement basis. This is the endgame of the process that began last August, when Block (then named Square, Inc.) and Afterpay announced the agreed takeover of Afterpay by…

A weekend filled with responding to client concerns about the threat of a bear market and significant selloff for equities in the months to come has me questioning the premise of the concerns. Sifting through the financial press, fund manager updates and economist forecasts, and there seems to be consensus that 2022 is the year…

The Wesfarmers Ltd (ASX: WES) share price has fallen to around a six-month low. Is it now too cheap to ignore?  Is the Wesfarmers share price an opportunity?  One of the strategies that some investors like to use is “buy the dip.” It obviously makes sense that a lower price is more attractive than a higher price.  We don’t…

Megaport Ltd (ASX: MP1) shares have fallen 12% in morning trade after providing a second-quarter business update. Today’s selling in the cloud infrastructure provider has been amplified by a broader tech sell-off on the NASDAQ 100 overnight, which fell 2.57%. Annualised revenue now $110 million Key financial highlights from the second quarter (Q2) ending December 31 include: Monthly recurring revenue…

The BHP Group Ltd (ASX: BHP) share price is on watch after the mining giant released its HY22 production numbers. BHP is currently producing a number of different resources including copper, iron ore, coal and petroleum. It also has plans for potash in the future. BHP’s HY22 production The huge resources business said that its Western Australian…

Australia remains somewhat unique in offering every member of the population the ability to control the investment of their life savings. While not perfect, it clearly remains one of the preferred options, particularly for retirees. You would naturally expect, given the explosion in accessibility and falling costs, that global equities would be as prevalent in…