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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…
The latest IPO and tech company might be exciting, but there are more important themes investors should be paying attention to in 2021. The dire predictions of 2020 that house prices would collapse, credit growth would fall by 8% and unemployment would reach levels not seen since the 1990’s recession…
The four most dangerous words in investing are “this time it’s different” (Sir John Templeton).  The ghosts of the last tech boom, referred to as the dot-com bubble in 1999 seem to be restless, with some eerie similarities to today’s obsession with technology stocks and high valuations. Douglas Isles (Investment Specialist,…
Telecommunication companies (Telcos) have been central to many of our activities during the COVID-19 crisis, ranging from virtual wine tasting nights with friends, working from home, Netflix binges or simply ringing family. In recent years Telco’s have been challenging for investors with falling margins from mobiles and the NBN crushing…
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…