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Russia, Ukraine and the challenge of transparency

Low-cost or ‘passive’ investing has been touted as the biggest innovation in finance for the last several decades. The idea is simple, mastered by the likes of BlackRock and Vanguard, which is to replicate a major index, like the S&P500 or S&P/ASX200, and offer this vehicle to investors at the lowest cost possible. This has…

Drew Meredith | 11th Mar 2022 | More
Investing in nuclear energy: are we at a new dawn?

With climate change front and centre of every investor’s mind, most people think of renewable energy or clean energy production as being primarily solar panels or wind turbines. Often many of the more effective and efficient renewable energy production processes are left out, such as “green” hydrogen (produced using renewable energy) or hydroelectricity. Nuclear power…

Ishan Dan | 9th Mar 2022 | More
  • Insurance payouts from floods is expected to top $2bn

    The floods in South-east Queensland and northern New South Wales have been declared an “insurance catastrophe” as the number of claims have skyrocketed. The Insurance Council of Australia (ICA) on Monday said insurers have to date received 86,703 claims related to floods. Based on previous flood events the estimated current cost of claims is now $1.3…

    Ishan Dan | 9th Mar 2022 | More
    Financial comfort at record levels

    ME Bank recently released the 21st edition of its Household Financial Comfort report, which seeks to measure how confident and comfortable Australians of many different backgrounds are with their financial position. Created more than two decades ago, the report provides a powerful insight into the trends and more importantly concerns facing Australian households at a…

    Drew Meredith | 4th Mar 2022 | More
  • Three top ASX dividend picks

    ASX dividend shares are an essential part of all income portfolios. Especially when the official cash rate is just 0.10%. After accounting for inflation, money kept in a bank account is earning a negative return. Here are three ASX dividend shares I’d add to any income portfolio. 1. Commonwealth Bank of Australia (ASX: CBA) Despite rising competition from neobanks…

    Lachlan Buur-Jensen | 4th Mar 2022 | More
    Montgomery says high-quality stocks are trading at “compelling” values

    With interest rates forecast to rise as early as next month, January provided a rude awakening for equity market investors, after markets fell as investors headed for the door. Chief investment officer of Montgomery Investment Management, Roger Montgomery, says, “It’s good news for investors.” Rising inflation combined with weakening economic growth was enough to cause…

    Ishan Dan | 2nd Mar 2022 | More
    The bull and bear case for Magellan

    The Magellan Financial Group Ltd (ASX: MFG) share price has suffered a lot. There is both a bull and bear case for what happens next. Magellan is one of the larger fund managers on the ASX, though its size is quickly diminishing. Others in the sector include Australian Ethical Investment Limited (ASX: AEF), GQG Partners Inc (ASX: GQG) and Platinum Asset Management…

    Contributor | 2nd Mar 2022 | More
    Geopolitical events rattle markets – they rarely derail them.

    When Russia’s military poured over the Ukrainian border last week, the market sell-off was as predictable as the almost unanimous global condemnation of this naked aggression against a sovereign state. Stocks were sold off – the bellwether S&P500 is down nearly 10% in 2022 although this has also been prompted by fears of higher interest…

    Nicholas Way | 2nd Mar 2022 | More
    Resilient reporting season showing the growing quality gap

    We’re more than halfway through corporate interim reporting season, with the remainder of companies due to post results over the next few weeks. While the reoccurring thematic seems to be inflation, according to Martin Currie Australia, “the big surprise is not the inflation itself, but the varying ability for companies to pass on these costs.”…

    Ishan Dan | 25th Feb 2022 | More
  • Investors should turn to ‘traditional’ safe havens amid war in Ukraine

    Expert investment consultant Angela Ashton of Evergreen Consultants has flagged a return to traditional asset classes amid the first major armed conflict in many years. Commenting on Russia’s decision to invade Ukraine, she looks at history as a guide, highlighting that “markets often sell-off in the lead up to an armed conflict but tend to…

    Drew Meredith | 25th Feb 2022 | More
    Five stocks to watch after a big earnings season

    ASX shares have been reporting some impressive growth numbers today. Here are five ASX shares that caught my eye and I’ll be watching going forward. 1. Whispir Ltd (ASX: WSP) Communication platform Whispir – which assists governments and companies communicate with stakeholders – recorded a 70.4% uplift in revenue for the first half of FY22. The business is…

    Lachlan Buur-Jensen | 23rd Feb 2022 | More
    The solution to higher prices is higher prices

    This most simple of quotes is likely to be tested in the coming months after what can only be described as a bumper year for commodities. Seen as one of the few true inflation hedges, professional and amateur investors have been pouring into everything from energy to iron ore, lithium and rare earths in the…

    Drew Meredith | 23rd Feb 2022 | More
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