Opinion

Following on from our article “2021’s David vs Goliath battle,” the Reddit WallStreetBets army appears to be losing steam. Last week, they appeared to target Dogecoin, Silver, and now onto Bitcoin. Following the short-squeezing pump-and-dump of GameStop, it appears the army have moved into the crypto market, which is far less regulated than the stock…

How do you know you need advice? Seeking advice can be a challenging endeavour for most people. It is not so much that advice is hard to find, but more so that the abundance of information out there offers so much, but under it may lie hidden intentions – but more on this later. Here…

Amcor Plc (ASX: AMC) has announced its FY21 half-year result, revealing further profit growth. Amcor is a large manufacturer of packaging for food, beverage, pharmaceuticals and so on. It makes both flexible and rigid packaging. HY21 growth for Amcor Amcor said that its net income increased by 65 per cent to US$417 million ($548.7 million) while…

So, Fortescue Metals Group (ASX: FMG) shareholders have learned that their company is to become a hydrogen and steel superpower. Andrew Forrest, the founder, non-executive chairman and largest shareholder of Fortescue, says Fortescue will lead the way in building a steel-making industry in Australia, making “green” steel – zero-carbon steel, using zero carbon-dioxide-emissions energy. There…

Since publishing our last article on Bitcoin madness (12th January), where Bitcoin ‘experts’ lobbed astronomical predictions of around $170k to $318k by the end of 2022, it looks like Bitcoin has disappointed in the short-term. The digital currency went on a mammoth bull run hitting A$52,000 around mid-January, up from $11,622 from the same time…

Whilst the Australian ‘oracle’ Hamish Douglass and his Magellan Financial Group continue to capture most of the media attention, renowned value manager, Platinum, has shown signs of regaining lost ground. Where Magellan took a risk off view ahead of the vaccine announcements in the December quarter, resulting in rare underperformance against the benchmark, all but…

In a year of bushfires, cheap money, a Presidential election and a global pandemic, investors were exposed to a rollercoaster ride of mixed emotions, panic selling and dizzying bouts of volatility. Reflecting back on calendar year 2020, it is interesting to see which group of companies outperformed. Large or small caps? Tech or healthcare? It…

The highly successful team at New York-based ARK Invest – led by CEO Catherine Wood, who many call the modern-day “growth” version of Warren Buffett – is launching a new space exploration ETF, under the code (NYSE: ARKX). The company is known for operating the largest actively managed ETF in the world – the Ark…

Brisbane-based equity manager, Hyperion, has once again topped the table of equity managers covered by independent research house Morningstar. The group swept three categories for its outstanding performance in 2020, in large-cap Australian shares, small-cap Australian shares and large-cap global shares. According to Morningstar the funds in order returned 33.3%, 33.7% and 46.0% respectively in…

The beginning of 2021 couldn’t have gone more smoothly for investment markets, delivering strong returns despite the events in Washington, DC. The first week of trading saw a continuation of the end of 2020, with Australian commodity companies, BHP Group (ASX:BHP) and OilSearch (ASX: OSH) pushing the market higher, adding 15% and 10% in the…

This week we caught up with fast-growing equity and private credit manager, Datt Capital, to understand what drives Emmanuel Datt and what he looks for in a portfolio holding. What is the most powerful career advice you have received? Always invest in yourself – learning new skills, even outside your vocation, will always be of…

Regardless of which name you know it by, private credit, may just be the most popular asset class of 2020. The concept of private debt is straightforward, it involves lending money to private rather than public or ASX-listed companies. Almost every reader of this newsletter will have made a fixed income or bond investment at…