JB Hi-Fi (ASX: JBH) has given another update to the market. It’s expecting a big profit jump in FY20. About the company JB Hi-Fi is one of Australia’s largest device and home appliance retailers with its network of The Good Guys
The toughest asset sector in an investment portfolio is the fixed income. Putting aside the difficulties in convincing an investor to have an allocation to fixed income when the conversation is sprinkled with mind-numbing terms such as duration, curves, and
Last year, one of Australia’s leading investors and fund managers walked into my office for a recording of The Australian Investors Podcast. I had just been scribbling some notes on my whiteboard about philosophy, discount rates and practical aspects of investing
As the world undergoes potentially the greatest economic calamity since the 1930s, Australians of all ages are experiencing anxiety and fear about their financial wellbeing. In fact, the great majority of Australians do not have a relationship with a financial
A dedicated allocation to ASX listed REITs is largely an Australian idiosyncrasy as a legacy from the high weight and structural elements of the property trust sector in its heyday. The 2009 financial crisis should have put paid to the
At Rask Australia, we believe an investment strategy and process should change when the facts change, as John Maynard Keynes famously said.
Low interest rates justify high equity PE’s, and that is particularly so for long duration, high growth equities. So goes the story. It’s worked in recent years and therefore the evidence is there to support the pattern. A simpler argument
The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare it with war. Although this might create some good political spin, which is always attractive to politicians, it is not correct. The
How does ETF investing go seriously wrong? If you don’t pay attention to ETF buy-sell spreads, the advantage of low MERs can evaporate.
The latest instalment of Rask Australia’s The Australian Investors Podcast features portfolio managers Tom Millner and Will Culbert from Contact Asset Management.
JB Hi-Fi (ASX: JBH) has given another update to the market. It’s expecting a big profit jump in FY20.
The toughest asset sector in an investment portfolio is the fixed income. Putting aside the difficulties in convincing
Last year, one of Australia’s leading investors and fund managers walked into my office for a recording of The
As the world undergoes potentially the greatest economic calamity since the 1930s, Australians of all ages are experiencing
A dedicated allocation to ASX listed REITs is largely an Australian idiosyncrasy as a legacy from the high
At Rask Australia, we believe an investment strategy and process should change when the facts change, as John Maynard Keynes famously said.
Low interest rates justify high equity PE’s, and that is particularly so for long duration, high growth equities.
The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare
How does ETF investing go seriously wrong? If you don’t pay attention to ETF buy-sell spreads, the advantage of low MERs can evaporate.
The latest instalment of Rask Australia’s The Australian Investors Podcast features portfolio managers Tom Millner and Will Culbert from Contact Asset Management.
