LATEST NEWS

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…
Investors holding the banks as a safe yield play have had a wake up call courtesy of COVID-19.  NAB have cut their dividend by over 60%, ANZ and Westpac have deferred their interim dividends and decide in August whether to make a payment.   Bank share prices have fallen by around a…
Following the most savage sell off in REIT’s since GFC, investors are left to decide whether to buy the lower prices or sell on the basis that COVID-19 has forever changed property. During the month of March, the REIT’s index fell 35%.  While the sector fared worse during GFC, this sell…
  COVID-19 has challenged the assumption that infrastructure investment offers defensive revenue characteristics that tend to hold up during periods of economic stress.   Investors need to appreciate that not all infrastructure assets are the same, and that each sub-sector will react differently to COVID-19. Infrastructure can broadly be separated into…
Investors seeking an industry sector  - that is almost certain to grow would be wise to take a look at the Waste Management sector. Andrew Mitchell (Ophir Asset Management) is attracted to the sector because “Waste is a huge industry which will increase with population growth.”  He also likes the high barriers…
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…
                      Investment markets and key developments over the past week   Despite ongoing concerns about coronavirus most major share markets saw solid gains over the last week helped by good economic data, positive vaccine news and policy stimulus. Japanese shares…