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Investors Voice Archive: 15 Mar, 2020

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Investing • Shares
3 years ago
Equities Image

Value versus Growth

The new year has seen equity markets continue their seemingly unstoppable march higher. Given the substantial outperformance of ‘growth’ stocks over the past decade – and 2019 in particular – there is currently a robust debate around whether it’s time to switch to a more ‘value’ oriented portfolio.
By Charlie Aitken
0 0
Investing • Shares
3 years ago
global

It's time to focus on quality global businesses

Rallying markets have raised the valuations of many businesses, possibly to unsustainable levels. To my mind, it’s made one thing clearer than ever: investors need to bulk up on high quality Australian and global businesses, like CSL, Microsoft and Vivendi.
By Roger Montgomery
0 0
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Investing • Shares
3 years ago
Bull market

Will 2020 break the bull market?

2019 was expected to be a challenging one for markets, however as the year drew to a close, Australian indexes were up 20 percent on low single digit EPS growth. Despite numerous concerns across sectors such as retail, housing, construction, finance, aged care, pharmacy and commercial services, global businesses in healthcare and technology powered ahead.
By James Abela
0 0
Investing • Shares
3 years ago
Making money

Invest in your world

It won’t come as a surprise that over the last decade the average daily time spent on screens, which used to be restricted to television and computers, has increased significantly.
By Anshu Sharma
0 0
Investing • Shares
3 years ago
Money

The cycle’s end is far from imminent

Easing geo-political tensions and signs of stabilising growth have seen international and domestic equity markets reach new highs in early 2020, while bond yields remain well above their cycle lows. Yet 2020 does not appear to hold an imminent end to the cycle.
By Scott Haslem
0 0
Investing • Future • Shares
3 years ago
future

The future looks well-valued

“While conditions remain constructive for the Australian equity market it’s certainly not without risk.” While I’m positive on the overall Australian equity market, stock selection as always will be crucial.
By Paul Taylor
1 0
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Property • Investing
3 years ago
Property

Unpacking a record year for office markets

The Australian office market has been buoyed by rising investor demand. Transaction volumes exceeded $22.5 billion. The rise in participation of offshore investors has been material.
By Adrian Harrington
0 0
Shares
3 years ago
Mining

Seven Group Holdings - small cap quality with three strengthening themes

If you’re searching for value in the Australian market, it may be worth taking a look at Seven Group Holdings (ASX: SVW). With a stable of businesses leveraged to mining, infrastructure and energy investment, we think the company will continue to provide robust returns for some time to come.
By Dominic Rose
0 0
Property
3 years ago
houses

Household wealth and its hidden exposure to the housing market

In July of 2019, the Australian Bureau of Statistics announced average Australian household wealth had exceeded the million dollar mark. Unsurprisingly, owner occupied housing was the largest contributor to wealth. Super was the next biggest contributor, followed by other financial assets.
By Dr Laura Ryan
0 0
Future
3 years ago
Beach Pic

The value of advice

When it comes to our biggest financial worries, it may come as no surprise that retirement preparedness tops the list for many Australians. We may have a superannuation system which is the envy of many parts of the world but 63% of people yet to retire say they are not prepared for retirement.
By Alva Devoy
0 0

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Lucy PercyFive variations to a testamentary trust for you to consider

Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).

Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.

Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.

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