A Finsec View – Q4 Themes, Super Cap Whispers, Yr12 Economics, Cyber Security Month and More.
21st October 2022 If you could talk to a younger version of yourself, what advice would you give? Wear more sunscreen, drink more water, make better money choices? As it turns out, professional investors are also not immune to the odd moment of "if only I had ...". This week, the AFR spoke to nine professionals about the lessons [...]
A Finsec View – Inflation and rates – how much more?, Subjective value, The bigger picture and More.
7th October 2022 How financially smart do you think you think Australians are? Be honest. In a finance quiz by think tank The Conexus Institute in June, less than half of the 1040 respondents got all six questions correct. How best to arm Australians with more financial knowledge is a pertinent question, especially as Treasury considers how to [...]
A Finsec View – DINs, Managing Uncertainty, Greetings from Bath and More
23rd September 2022 It might not feel like it when you're at the supermarket checkout, but according to investment bank Credit Suisse, Australians are now amongst the world's wealthiest people. Almost 2.2 million Australians are millionaires after soaring asset prices pushed another 390,000 adults onto the top rungs of the global wealth ladder. Making Australia one of the [...]
A Finsec View – BT Panorama Clarity, Lessons from Reporting Season, The Ultimate 1 Pager, Ethical Investing & BID and More.
9th September 2022 This week's View comes to you from Hahndorf in the Adelaide Hills, where the FinSec team have just wrapped up two days of knowledge sharing, strategy and personal development. It is valuable time that we spend away from the 'business as usual' unpacking and re-framing the business challenges and exploring new opportunities. It also happens to [...]
A Finsec View – Inflation (again), productivity and wages, financial habits of dog owners, scam alert and more.
26th August 2022 Well, this is fun. Despite central bankers and economists continuing to warn a global recession is possible if inflation is not brought under control and consumers start to curb their post-pandemic spending, global sharemarkets have rallied strongly since the lows of mid-June. It’s a rally that has been dubbed the “most hated” because it is precisely what [...]
A Finsec View – Elephants in finance, Meme stocks (again), The Line, Vale Phil and More
12th August 2022 Have we seen the bottom of the market? That's the question day traders and equity managers worldwide are asking after an unexpectedly robust start to the year's second half. In the US, the S&P 500 (tracking the market's biggest stocks) is up around 6.95 per cent over the past month. Locally, the S&P 200 is up around [...]
A Finsec View – Lowe’s charts, The great reallocation, Stumbling towards retirement, Megatrends and More
29th July 2022 Has there ever been more general public interest in inflation? It's even reached the unusual point where the Prime Minister, Anthony Albanese, has waded in, warning the Reserve Bank against "overreach". Typically, Prime Ministers are expected to be on their 'best behaviour' when it comes to influencing the independence of the Central Bank. It certainly [...]
A Finsec View – Reaching for resilience, Hyperloops, The oldest of them all, Mungar musings & more
15th July 2022One of the tribulations of checking the junk folder of your emails is seeing how people are trying to scam you. Scammers typically sell things that are highly desirable but require hard work and patience. Want to lose weight? Forget going to the gym and adjusting your diet - drink this miracle water! Want to become rich? [...]