Latest Articles
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The direction of the $A will determine how strong the Australian equity market will be this year - 01/02/12
The international picture To the surprise of many, world equity markets have begun 2012 with a bit of a flurry. It certainly would have surprised the billionaires, the politicians, the economists, the hedge fund managers and the strategists who attended … Continue reading
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Fund managers at a discount - 20/01/12
A summary of the following article by George Whitehouse featured in the Eureka Report, 20 January 2012. PORTFOLIO POINT: Investors who have steered clear of placing their money in managed funds should consider buying shares in those same funds. The funds … Continue reading
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A golden age for LNG - 18/01/12
With new production in the pipeline, Australia’s LNG exports could potentially quadruple within a decade. Australia could well be the world’s largest exporter of LNG by 2017/18, overtaking Qatar. This is destined to provide major benefits in the form of … Continue reading
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Smell the roses – things aren’t that bad - 11/01/12
The tumbling of the euro in recent weeks whereby one $A buys 80 euro cents is another effect of government intervention. Free market economists need to go on a very long holiday or go back to university and extend their … Continue reading
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Best dividend stocks for 2012 - 10/01/12
The following article by Matthew Koroi was the feature story in ASX Investor Update, 10 January 2012. Many investors are shifting their focus to achieving yield rather than capital growth, and favouring bank deposits over the sharemarket. But they must remember … Continue reading
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There are signs of hope amid the market gloom - 31/12/11
Paul Zwi comments on the following piece by Tim Boreham’s published in The Australian, 31 December 2011. MARKET watchers expect an improved 2012 after the local bourse’s abysmal showing in calendar 2011 but warn that trading may get worse before … Continue reading
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Peace in our time - 14/12/11
“The vision of Neville Chamberlain in 1938 gives us an opportunity to reflect on the current state of the Australian share market. In particular it is instructive to compare its current malaise with the fairly buoyant market that existed between … Continue reading
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How much capital do you need to retire comfortably and how do we go about managing it? - 09/12/11
With market volatility looking increasingly persistent, we are often requested to position portfolios to minimise volatility. In doing so, we seek to ensure that there is a sufficient capital base from which to produce an acceptable income stream to maintain … Continue reading
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Glass Half Empty, Glass Half Full - 07/12/11
“The overwhelming theme which we’ll have to contend with in 2012 will be external: the continuation of the global macroeconomic challenges and the effect this has on market confidence. Europe will experience recession in the next year, the US recovery … Continue reading
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The pitfalls of mispricing debt – a focus on risk and return - 30/11/11
The yields on US bonds and German bonds will rise at some point in the not too distant future. At that time we will see claims that credit markets are freezing and debt funding is not available to the biggest … Continue reading
