A world gone mad: Any price for growth?

Trade wars and the potential impact on the Australian economy

Markets around the world have been rocked by Trump’s tariffs and concerns about Chinese retaliation. But how much does this really have to do with Australia? When two of our biggest trading partners start limiting trade, are we likely to win or lose?

Zero interest rates – Investing in a world where rates are lower for longer

Australian official interest rates are now at 1%, and markets predict them to go lower. While this is a first for Australia, other developed countries have lived with zero or even negative interest rates for a decade now (much longer in the case of Japan). So how can investors respond to this environment?

The psychology of investing – Quality decision making for traders

Despite the numbers and the headlines, markets are simply comprised of individual buyers and sellers making decisions about where to place their money. The choice to buy or sell a stock can be as much an emotional one as a rational one, and the ability to manage our feelings can greatly improve our financial outcomes.

A world gone mad: Any price for growth?

While Australia’s tech darlings have achieved spectacular share price growth, the global tech behemoths continue to dominate markets. These ‘growth’ companies are trading on eye watering multiples in many cases, while less glamorous companies languish on valuations well below their long run averages. The divergence in valuation between growth and value stocks has not been this great since 1999.