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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,…
If a vaccine for COVID-19 is discovered, developed and distributed there are several companies whose share prices currently reflect a continuation of lockdown conditions, that will re-rate very quickly.  Several leading fund managers nominate the stocks that are likely to do well should a vaccine become a reality. Nathan Bell (Head…
The only thing certain about the future right now is that the future is uncertain.  So as we complete one of the strangest company reporting seasons we have ever seen, investors should reflect on the company profit announcements to see what they can learn about what may lie ahead  Matt Williams…
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…
GEM Capital · COVID-19 Vaccine progress - Dr Bianca Ogden   Transcript of interview with Bianca Ogden - COVID 19 - July 2020 Bianca Ogden Healthcare Portfolio Manager – Platinum Asset Management Speakers:  GEM Capital, Bianca Ogden, Douglas Isles Gem Capital:  We’re here today with Douglas Isles and Bianca Ogden from Platinum…
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…
  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…
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…