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To many Australians right now, the re-opening of the economy must seem like a mirage.  Investors should consider the opportunities that come from depressed share prices in sectors hit hard by lockdowns, otherwise known as the re-opening trade. The re-opening trade seeks to invest in businesses that have been negatively impacted…
With some again calling for the re-introduction of a mining tax, does this signal the top of the iron ore price cycle? Three of the largest 20 companies on the ASX are iron ore miners, so Australian investors need to be across the iron ore price. For most of its…
Semiconductors (semis) are to the technological revolution what oil was to the industrial revolution.  Today there is a severe global shortage of semi’s, and it matters. The shortage has resulted from a combination of natural disasters impacting manufacturing regions on top of what was an already fragile supply situation.  Severe frosts in…
In the last 5 years Telstra shareholders have had little to cheer about as they have watched the NBN punch a hole in earnings, resulting in a share price slide and dividend cuts.  That is now changing. In the recent profit result, not only did Telstra forecast earnings growth for the…
The most important number right now for professional investors is the 10 Year Bond rate. The 10 Year Bond rate is an important anchor point for investors as a ‘risk free rate of return’ that is used in valuation models to calculate the value of assets including equities, property, infrastructure…
As Mayfair 101 investors can attest, there is no point chasing higher rates of income if it is not sustainable or results in capital destruction.   Here are 4 key qualities that investors can look for when researching a company, infrastructure or property trust in order to assess the sustainability of…
Australian investors would be forgiven for largely ignoring the prospect of electric cars in their investment decision making with only 6,718 new electric vehicles (EV) sold in Australia during 2019 (includes fully electric EV, and plug in hybrid EV).  For perspective, the total number of new vehicle sales in 2019 was…
Mark Draper (GEM Capital) writes a monthly column for the Australian Financial Review.  This article outlines the generational opportunity that is before investors in the doubling of the Chinese middle class in the next 5 years.  It was published during February 2019.   The growth in Chinese middle class is…
One of the most common questions financial advisers are asked is "how much can I spend in retirement without running out of money", and "do I have enough to retire on?". To help those who are contemplating retirement, or already retired and questioning their existing reitrement funding plans, we have…