The 2020 decade opened with a bang as, globally, investors started preparing for a recovery in growth later in the year on the back of ongoing loose policies from central banks and early indications of a bottom in the global slump. Towards the end of last …

MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward outcomes for financial assets in calendar year 2019 have been hit with multiple surprises as the year went by. One of the biggest surprises, …

As another calendar year is drawing to its natural end, time has arrived to once again reflect upon what might have been and what has actually transpired since the world was staring into the abyss this time last year. If not now then when, n'est-ce …

As we approach the final weeks of calendar year 2019, the global investment community remains as polarised as ever on what to expect next and how best to position portfolios. According to industry consultant bfinance, large institutional investors globally and in Australia are increasingly opting for …

Margin pressure is emerging for collectors and fractionators of human plasma, and this means more good news for CSL ((CSL)), the best and lowest cost operator in the sector. To understand the industry dynamics it is important to know that operational margins and returns are derived …

Global financial markets have priced out worse case scenarios for the world in 2020 and there are quite a number of investment experts out there who believe we might be near a turning point in terms of global growth and investor sentiment. In simple terms this …

I am still amazed, every single time, but with the year 2020 but a whisker away, there are still investors who use backward looking data as the main support source for their investment strategy and portfolio. On my assessment, these investors are at risk of …

This month marks the 25th anniversary of CSL ((CSL)) as a listed company on the ASX. In fitting fashion, shares in Australia's highest quality global success story surged to an all-time high of $253 in October. Looking back, corrected for share splits, the initial opportunity to …

Brief recap of what has transpired across the Australian share market since January: upon an initially tepid recovery from deep oversold levels, equity markets put in a multi-month rally which saw cheaper-priced laggard stocks lead the rest of the market higher by some 20% by …

Investors should draw an imaginary elastic band between share prices of, say, Goodman Group ((GMG)) and Scentre Group ((SCG)) as that will help them in understanding current dynamics in the local share market. We've all heard and read it before: the share market is heavily bifurcated; …