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It’s that time of year again – where every investment manager worth their salt is putting out a list of their top 10 great investment ideas for next year. We didn’t want to be left out, but in true Affluence style, …
We are by no means gold bugs. We don’t usually like investment opportunities that deliver no yield. And we don’t subscribe to some of the doomsday scenarios that many hardcore long-term gold supporters do – usually revolving around the end of …
Whilst all educational material we write is not financial advice and we recommend seeking the advice of a professional adviser, we certainly like to voice our opinions and investment ideas. There’s an age-old argument between those that believe in, and those …
“What goes up, must come down” might as well be the theme for the stock markets in 2015, but what’s expected of the market next is something only a crystal ball can answer. I will leave market predictions to the experts, …
As I write, a mid-afternoon storm is bearing down on our home town of Brisbane. It’s a little unusual for this time of year. The Bureau of Meteorology have issued a storm warning. It might be bad. Or it might pass quickly. …
Last week in Australia saw an extraordinary event – or at least it should be an extraordinary event. Unfortunately in today’s market, it is almost normal. Technology giant Apple launched a bond in Australian dollars. They wouldn’t actually need the money at all if it weren’t for …
One of the doyens of Value Investing is Jeremy Grantham from GMO. He is most famous in Australia for declaring we have a housing bubble. He’s probably right, but I suspect it will take a while longer yet for that particular …
We have seen a pullback in June after a very strong start to the calendar year, but it feels like there will be more opportunities to invest at cheaper prices later this year. Despite a small relief rally in early July …
In Australia, the ASX300 stock market accumulation index (including dividends) fell 6.5% during the quarter, giving up most of the strong gains in the March quarter. Greece, and later in the quarter China dominated the financial news. Over the 2015 financial …
Just 15 minutes after the Reserve Bank’s decision to cut interest rates by a further 0.25% today. That’s how long until I got my first e-mail from an investment manager explaining to me that since my interest income on cash would …
After a strong March quarter, it feels like the yield chase theme is getting towards an end – or at least a long breather during April. Interest rate futures markets are currently expecting a further two interest rate cuts from the …
In Australia, the ASX300 stock market index rose strongly, up 10% for the quarter. The increase was driven mostly by the Reserve Bank of Australia somewhat unexpectedly (and we believe reluctantly) cutting the cash rate in February to just 2.25%. This …