Investors Voice Category: Investing
While biases and experiences will at best provide a flawed view of both what the future holds, and what our abilities to discern it to be, we must nevertheless make investment decisions into the unknowable.
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7 months ago
The issue of critical metals has been gaining traction for several years. The Electric Vehicle (EV) and Lithium Ion Battery (LIB) boom brought the issue into the open in late 2015.
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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.
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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.
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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.
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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.
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“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.
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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.
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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.
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13 months ago
The long-term outlook for Asia is positive, but in the short-term there is likely to be some volatility. The trade dispute is widely expected to last well into next year.
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The Institute of Public Accountants provided analysis in 2016 that of the two million Australian private businesses, over 70% of these businesses are owned by baby boomers and most baby boomers plan to exit their business in the next ten years.
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