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Monopoly infrastructure businesses such as airports are usually considered low growth, but investors may be surprised to learn that since GFC the number of air travel passengers has almost doubled.  With the growing number of airports around the world being privatised, investors can seek to profit from this growth. Airports are…
This article is reproduced with permission from Investsmart.   In this week's Property Point podcast with CoreLogic's Tim Lawless, home dwelling prices are patched into a deeper narrative, where everyday investors require expert guidance. Welcome to Property Point, a podcast exploring all things related to property investment in Australia. This…
Mark Draper (GEM Capital) writes a monthly column for the Australian Financial Review.  In his January 2019 article he outlines some of the triggers investors should look for that provide clues for when to sell.   7 flags to tell you ‘it’s time to sell’ The days of the ‘buy…
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…
This article appeared in the Australian Financial Review during the month of December 2018.  Mark Draper has spent his entire investing career never having bought an AMP share but finds himself interested now that the price is trading at an all time low.  Here is the article.   Every investor…
GEM Capital has made a submission to the Senate Inquiry into the removal of cash refunds from franking credits as we are of the view that this proposal singles out retirees to pay a high price in the name of budget repair. Here is the Executive Summary of our submission. …
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…
  Investment markets and key developments over the past week   Share markets fell earlier in the past week as the trade war continued to escalate, before rebounding helped by better economic and earnings news and hopes of a trade deal. This left share markets mixed with US and Chinese shares…