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The reoccurring question in Responsible Investing is whether you can have impact by investing in equities. Whether an investor does or does not decide to invest in a company has little bearing as to whether the operations of a company will continue. We’ve seen a raft...
Prior to the rise of passive investing, funds management was about judgment. What was a company worth? How does that compare to where it is trading now? Differences of opinion about these led to exchanges, as individuals made different assessments and traded accordingly. This led...
Melt up? Yup, you didn’t read this incorrectly. You asked the same question as I did. “Surely that’s a mistake. It should be melt down?” But no, it’s a phenomenon. Many investment commentators are saying the markets are in a ‘melt up’ as we speak. A...
Investment markets have been very volatile over the past few months and looking forward towards the upcoming Australian company reporting season in August, could have a bumpy road ahead. Things are not certain. Economic impact of COVID 19 restrictions, higher unemployment rates and impacts on company...
Greater access A pleasing update from eInvest, the eInvest Cash Booster, Core Income and Income Maximiser (Managed Funds) (Codes: ECAS, ECOR and EMAX) are now all available to trade via Nabtrade . eInvest General Manager, Camilla Love, explains: "Investors have been hounding us to make these Active...
The Australian economy looks to have avoided a worst-case outcome, but with more than 1.5 million people officially unemployed and many more supported by JobKeeper, the road to recovery will require bold action. One suggestion has been reducing the RBA cash rate below zero. Notwithstanding the...
Over the past few years, a common question from investors and advisers has been: How will ETFs perform during a GFC like market event? Well, now we know. The question isn’t about performance, rather liquidity and spreads. The ETF’s performance is a function of the exposure it...
Legendary investor Howard Marks from Oaktree Capital recently released his latest client memo. This time centering on COVID 19 and its effects on markets. In it were some interesting views and food for thought. I thought I’d pass on to our clients some tid bits that...
Dividend yields are important at the best of times, although in times of uncertainty they are even more important to investors. The market volatility is hard to weather but can create buying opportunities for astute investors. And when markets get negative, there are ways to...
Can the Aussie economy take it anymore? We’ve had the triple threat of drought, bushfires and now COVID 19. The RBA has just put in place another 25bps cut as we speak and further measures to help keep the lending market oiled and running. Particularly hard...
