OUR LATEST NEWS AND INSIGHTS

James Weir explores the risks of letting politics influence investment decisions. He reviews historical data showing that, despite election noise and geopolitical events, markets often perform well in the long run. Could staying focused on a long-term strategy or reacting to political shift be the way to go for strong returns this time?

Small cap stocks have experienced notable volatility, including a 10% surge and subsequent retracement. Despite underperforming large caps over the past decade, their current low valuations and potential gains from falling interest rates make them an intriguing investment. However, their volatility and high proportion of loss-makers mean that expert management is essential.

Over the past 10 years, investing in technology companies has been a great way to make money. And when we think about investing in tech, it’s almost natural to think about the world conquering US technology behemoths, the likes of Nvidia, Apple, Microsoft, Meta, Google and Amazon.

Abenomics ushered in an era of significant reform for Japanese companies, 12 years later the share market has been one of the best performing in the world. Can it keep going?

There’s something innately comfortable about investing in companies you know and a market you’re familiar with, so it’s hardly surprising Australian investors, like their peers all over the world, have a bias to investing in their home market.

After a staggering 60% underperformance compared to global markets over the last three years, the Chinese share market begs the question: are its stocks too cheap to overlook? In the midst of this apparent carnage, could there be hidden opportunities waiting to be seized?

The US share market has continued the strong rally that started at the end of 2023. Bearish commentators are making comparisons to the dotcom boom, quote lingering concerns about the economy and point to the risk of being reliant on the mega cap tech stocks. But does all that worry overlook sound reasons for the ongoing rally? What do the fundamentals tell us?

Private credit is redefining fixed income as an asset class, with returns as high as 10 per cent plus attracting an explosion of interest. But all that attention has drawn the usual cowboy operators, so smart investors need to be careful.

US shares have outperformed for 14 years, should you be overweight or underweight?

Bonds have copped a beating over the past three years, are there bargains to be had?

A year ago economists were unanimously forecasting the US would hit a recession in early 2023, but they were wrong. While there’s not as many bears this year, they could be wrong again for basically the same reason.

Emerging markets have looked cheap compared to the developed markets for years but have failed to deliver. Is that about to change?

The ASX 200 has gone sideways for more than three years; whilst frustrating, it’s not unusual, and it will pass. Meanwhile, there are strategies that will help.

AI is a game changer and has driven the US share market revival, but are we seeing a replay of the dotcom boom?

It seems economists and strategists have been forecasting a recession now for ages, so where is it?