Your Wealth
Hamish Douglass: Covid, US elections and a 50% drop in the S&P500

Hamish Douglass: Covid, US elections and a 50% drop in the S&P500

September 22, 2020

What are the key challenges Magellan founder Hamish Douglass is thinking about? In the midst of a pandemic, markets could grind higher by 20%, or drop by half – and investors need to be prepared for either scenario.

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The global outlook – punishing savers and rewarding investors

The global outlook – punishing savers and rewarding investors

September 8, 2020

Central banks and politicians around the world sought to save their economies from the GFC with unconventional monetary policy over a decade ago. Many of these stimulus measures introduced were still intact when COVID hit, forcing authorities to offer more and more stimulus. While debt grows around the world, equity markets are returning to their highs. So what does this mean for investors?

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Famed investment manager declares speculative mania in global stocks

Famed investment manager declares speculative mania in global stocks

August 27, 2020

Platinum International is one of Australia’s most widely held professional investment managers, and its CIO, Andrew Clifford, is worried. On a historical basis, he and his team fear that global markets are heading into bubble territory, with potentially catastrophic consequences for investors.

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Everything you need to know about trading on the ASX, but possibly don’t

Everything you need to know about trading on the ASX, but possibly don’t

August 11, 2020

Buying shares has never been easier, but little things like which day and at time you place your trade can make a big difference to the price you pay for a stock.

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Becoming a full time investor – resources, networks and more

Becoming a full time investor – resources, networks and more

July 28, 2020

One of the most frequently asked questions for this podcast is how hard it is to make the transition to full time investing, and how to get started. In the last two years, Steve Mabb has gone from being in business to running his own portfolio – becoming a board member of the Australian Shareholders Association along the way.

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Tech megacaps – dangerous bubble or quality blue chips?

Tech megacaps – dangerous bubble or quality blue chips?

July 14, 2020

To the astonishment of many commentators, the Nasdaq, the tech-heavy US index, is actually up for calendar year 2020, having regained all of its losses since the COVID crisis. Investors who have held the FAANG stocks and darlings such as Tesla have generated vastly greater returns than those who have not.

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Don’t fight the Fed - why shares keep rising in a troubled economy

Don’t fight the Fed - why shares keep rising in a troubled economy

June 30, 2020

Ever wondered why shares keep rising despite an increasingly troubled economic outlook? What do expressions like ‘don’t fight the Fed’ and ‘brrrr’ mean?

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Pre 30 June strategies to save tax and build wealth

Pre 30 June strategies to save tax and build wealth

June 17, 2020

The end of the financial year is a great time to review your portfolio and ensure you are aware of the tax deductions and incentives that exist for your investments and your personal income. Many recent changes could offer benefits for certain taxpayers.

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Capital raisings and opportunities outside the ASX100

Capital raisings and opportunities outside the ASX100

June 2, 2020

Small cap stocks have lagged large caps over the last twelve months, and are often forgotten as investors look to big names in times of trouble. Many Australian smaller companies have come to market seeking capital to ensure they can stay profitable post Covid19 and into a recovery.

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Dividends, franking and the new normal - a 40% decline?

Dividends, franking and the new normal - a 40% decline?

May 19, 2020

With major Australian companies cutting and deferring dividends, investors relying on equities for income are facing a challenging year ahead. Martin Currie’s Australian equity team have crunched the numbers and estimate a cut of 40% in yield for the ASX200 in 2020.

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