Reading time: 4 minutes
Fast-food enthusiasts may have heard that in England, McDonald’s recently ran out of milkshakes and Nando’s had to close a number of stores due to a chicken shortage. Has the world gone mad with panic-buying yet again?
Global food prices have been on the rise,
Beneath the bonnet of the Biden bounce
Reading time: 4 minutes
Last year, U.S. tech stocks carried on as if the global pandemic never occurred, with the tech-heavy Nasdaq 100 returning 48.9% for the calendar year compared to 18.4% for the S&P 500. With everyone locked inside, more money was spent shopping online (Amazon),
Combating climate change – what will it take?
Reading time: 2 minutes
Climate change is a global megatrend
Megatrends are powerful forces that can transform the trajectory of the global economy. They can have a meaningful impact not just on how we live and how we spend money, but also on corporate strategies and government policies.
One up on Wall Street – the ETF edition
Reading time: 2 minutes
When I started my investing journey over a decade ago, the first investing book I read was One up on Wall Street, written by one of the world’s most successful investors – Peter Lynch, who ran Fidelity’s Magellan Fund. For those new to investing,
Real assets – more than just property
Reading time: 3 minutes
Imagine this…
As coach of the Australian rugby team, you pick your biggest and toughest players heading into the World Cup. Fortunately, the current crop are some of the best Australia has seen. That said, they are a big bunch of lads, so will require regular interchanges to make the most of their bulldozing abilities throughout the matches.
Less is more. Is removing the largest 20 stocks EXactly what you’ve been looking for?
Reading time: 3 minutes
Statistically speaking, most active managers of broad-based Australian equity funds have failed to beat their benchmark. The table below, taken from the SPIVA report from S&P Dow Jones, illustrates that just under 80% of actively-managed Australian equity funds underperformed their benchmark over the last five years to end December 2018.