sharemarket

Welcome back and try not to think about those poor returns

Superannuation fund CIOs are predicting a tough year ahead for equities investors punctuated by low economic growth and possible share market draw downs.

Ben HurleyDecember 20, 2018

Dealing with clients addicted to income

Max Newnham shares his tips for advising clients whose misconceptions have them clinging to residential property, listed equities or guaranteed bank deposits.

Max NewnhamNovember 27, 2018

Diary of a trader: in defence of my forecasting

Everyone knows the bull run will end one day. For me, there are no signals (yet!) to walk away from a successful strategy, Ron Bewley writes.

Ron BewleySeptember 3, 2018

I’m still obese in Aussie equities – and it’s still healthy

A sideways ASX 200 left a nagging feeling that it was time to recalibrate strategic allocation and shed some local shares. But sometimes the hard numbers don’t support the hunch.

Ron BewleyNovember 2, 2017

Unravelling the yield-play and spinning a new approach

It appears the return of the yield-play as the dominant theme in Australian equities has come and gone. A high-conviction portfolio may now provide better balance.

Ron BewleyMarch 29, 2017

Buying on the dips: The day I nearly lost the plot

Ron Bewley reveals how he responded when a “clever” sharemarket strategy that seemed like a good idea at the time actually turned out to be dead in the water.

Ron BewleySeptember 29, 2016

Zen and the art of responding to a sharemarket slump

There is a rich seam of wisdom about how to respond to market slumps. This tells me two things. First, it says that market volatility is not unusual, it is a shared experience and therefore worth commenting on. Second, it suggests that most people do the wrong thing when the market falls – if we […]

Tom StevensonJanuary 19, 2016

Investment

Why M&A activity will keep the market’s spirits up in 2014

Diageo is already the world’s No. 1 spirits company. To stay on top, it must continue to grow and that might be easier said than done if emerging markets remain a challenge. A notable feature of it recent results was a slow-down in the developing world, until recently the hot spot for luxury brands like […]

Tom StevensonFebruary 7, 2014

<1of2>

sharemarket

Investment

Welcome back and try not to think about those poor returns

Advice

Dealing with clients addicted to income

Investment

Diary of a trader: in defence of my forecasting

Contributors

I’m still obese in Aussie equities – and it’s still healthy

Magazine

Unravelling the yield-play and spinning a new approach

Magazine

Buying on the dips: The day I nearly lost the plot

Contributors

Zen and the art of responding to a sharemarket slump

Investment

Why M&A activity will keep the market’s spirits up in 2014

Sign up to our daily newsletter for regular news flashes and industry insights.