One of the first tests I run is the ability for the company to maintain revenue. And continue paying dividends during an economic meltdown.
Often the best time to buy infrastructure shares are when the business first lists on the exchange through an IPO.
There are two certainties in the countries which I invest: the population is growing and infrastructure investment is important.
If BoJo is indeed Britain’s Trump, at least in the stock market, we could be in for a rich ride.
As I write this, it’s clear to anyone trying to sell a home that the boom days are gone. The bubble will probably continue to suck slowly inwards rather than burst without a parachute.
Like me, you’re probably tired of hearing that we’re overdue for a house price correction. But this time, things are different.
With the NZX continuing to look pricey, unless we spot some clear opportunities, you’re going to increasingly see our focus change to stock investment opportunities in other markets.
The world is a dynamic place. The US versus China trade war is unresolved. You can see the markets buck and kick with every fresh update.
How do you know when there might be a currency upside opportunity? There are a few shortcuts I use that have delivered. Let me share them with you.
My colleague has been trying to persuade his parents to invest in the markets. With rates now in the low three-percents, they’re finally considering shares.
The last budget focused on mental health. And as I analysed it, I wondered when I too would end up going crazy. Want to improve mental health? Financial wellbeing shouldn’t be ignored.
The strategy I apply to the portfolios I manage starts from the top and works down. The country and its case. The industry and its outlook. The profitability of businesses in that sector.
The grey tsunami will only grow bigger. Low interest-rate life support will continue. If you’re not in stocks now, you might miss out on continued gains.
In 2016, Britain voted to leave the EU. If you read the mainstream financial press, you may think this means the end of the UK. In fact, it presents some opportunities.