Opinion

Cathie Wood, the chief investment officer, founder and head of ARK Invest, the specialist new-economy house, is often spoken of as the Warren Buffett of innovation, fintech, new tech and clean energy – despite a 60%-plus slump in the price of the firm’s flagship ARK Innovation ETF (NYSE Arca: ARKK) from its 2021 peak. But…

Surging home property prices, that have moved property to unaffordable levels partly due to decades of falling interest rates, are often blamed on the wealthy property investors who drive prices higher. But this myth has now been busted. According to BMT Tax Depreciation, Australia’s leading supplier of tax depreciation schedules, investors are not the driving…

Elon Musk Tweeted this morning that his company, Tesla, may have to start mining due to the skyrocketing lithium prices it is paying in order to produce lithium batteries. Electric vehicle (EV) giant Tesla may look to mine its own supply after the lithium price rose from US$17,000 per tonne in 2021 to more than…

During times of crisis such as the current war in Ukraine and rising global tensions, markets tend to fall because of fear and uncertainty. Advisers looking for a way to hedge against this declining market or the possibility of a decline to come might want to consider using covered call options for their clients, especially…

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…

While markets have so far shrugged off the inevitable rate rises, there’s plenty more to come – and the global outlook keeps getting gloomier. The Federal Reserve’s decision to unleash massive monetary stimulus in the early days of Covid-19 (and in nearly every economic crisis before it) ushered in a brief golden age for markets….

The Sage of Omaha, Warren Buffett, recently highlighted a growing issue within financial markets in his annual letter to shareholders, the idea of earnings versus profit. He drew attention to the fact that Berkshire Hathaway relies on ‘old-fashioned’ profits, not modern measures of ‘earnings’ that can be easily manipulated by boards and accountants. Earnings, profits…

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…

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 Magellan Financial Group Ltd (ASX: MFG) share price has sunk 24% in 2022. But in just the last two weeks the share price is up 17%. With the Magellan share price moving sharply in both directions, it’s clear the market is struggling to land on a valuation. Here are three methods you can use to value…

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….

Against a backdrop of deepening geopolitical tensions, heightened inflation and rising interest rates, First Sentier are hoping for smoother sailing this year. But with inflation on the rise the outlook is far from clear. The asset manager’s portfolio managers have listed 10 investment themes that will be on their watchlist for the remainder of the…