GFC 10 years on: Time & Patience
OUTSIDE THE FLAGS By Jim Parker, Vice President, Dimensional Fund Advisors October 2018 In Leo Tolstoy’s great novel ‘War and Peace’, a Russian general charged with defeating Napolean and expelling the French from Russian soil argued against rushing into battle, saying the strongest of all warriors were “time and patience”. It’s an observation worth recalling as the […]
Find out more20 lessons in 20 years – Part 10
Don’t overconcentrate your portfolio in bank shares By Michael O’Neill | 19 October 2018 Many Australian investors have long been able to sleep comfortably at night owning large holdings in “blue-chip” Australian bank stocks which have delivered high fully franked dividends and share price appreciation over many years. While Australian bank shares have done well for […]
Find out moreMarket downturns, like this one, are to be expected
16 October 2018 | Markets and economy It’s been awhile since there’s been a drop in the markets as sharp, broad and sudden as last week’s. A recap of where we stand US markets fell 3.1% (as measured by the Standard and Poor’s 500 Index), on Wednesday, followed by greater declines in Asia. The impact […]
Find out more3 things you should never do when the stock market tanks
In light of the recent volatility in both our domestic market and markets around the world, the following article that appeared on CNBC is worth a read by anyone with exposure to sharemarkets. As we keep saying, we can’t control markets, but by investing in good quality profitable businesses we can mitigate risk of loss over […]
Find out more20 lessons in 20 years – Part 9
Companies with recurring earnings provide more consistent returns over the longer term By Daniel Moore and Anton Tagliaferro | 12 October 2018 One of the key attributes that IML has sought in companies when investing in the Australian sharemarket since our inception in 1998 is to look for companies that will generate reliable, predictable earnings over […]
Find out more20 Lessons in 20 years – Part 8
The market isn’t always right By Anton Tagliaferro | 05 October 2018 It pays to challenge commonly […]
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