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“Tesla’s addition to the index (S&P500) is expected to be particularly challenging because the company will be the largest to ever join, and it is expected to make up at least 1% of the gauge”. The Wall Street Journal (emphasis added) That the WSJ refers to the...
Resilience /rɪˈzɪlɪəns/ noun The capacity to recover quickly from difficulties; toughness. "the often remarkable resilience of so many British institutions" The ability of a substance or object to spring back into shape; elasticity. "nylon is excellent in wearability, abrasion resistance and resilience" In this recent Australian company reporting season, it...
Tesla shares were down 21% overnight as it was passed over for membership of the S&P 500 index. It’s still worth almost as much as Toyota, VW and Daimler combined, but the squeeze up on the expectation of joining the world’s most tracked index is over,...
In my previous article I covered the issue of Tesla’s possible inclusion in the S&P 500, noting that having risen over 600% in the past year, index inclusion could send a new wall of money its way given the top three American ETFs would need...
Are you keen to delve into the theme of disruption in your investment portfolio but don’t know where to start? I get it. It’s easy to focus on the big blue chips, as they are steady, don’t rock the boat type holdings. But by focusing...
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...
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...
