Stock Market Analysis

Originally published by UBS Asset ManagementThis week I'll cover two stocks that screen relatively attractive. One is a complex, cyclical business that has had strong performance, while the other is a...

Originally published by CuffelinksOur key measure for assessing listed investment company (LIC) performance is total portfolio return, being growth in pre-tax NTA plus dividends. However, we also look...

Originally published by CuffelinksIndexing has become an undeniable force in the investment world. Consider that US$1.4 trillion in net new cash and reinvested dividends flowed into US equity index...

Originally published by CuffelinksLarge super funds in Australia recently reported their eighth consecutive financial year of positive investment returns, with the median growth option delivering...

Ten years ago the Australian stock market was at an all time high with the S&P/ASX 200 Index at around 6,500. Just a few months later however the the global financial crisis played havoc with the...

Originally published by CuffelinksThe market capitalisation of listed investment companies (LICs) and listed investment trusts (LITs) on the ASX reached almost $35 billion in July 2017, up 12% from...

Originally published by CuffelinksThe management fee on a managed fund is often the focus of analysis especially in the context of low-cost investing. But, for an investor entering and exiting funds,...

Originally published by CuffelinksAvoiding complex investments is a good guiding principle for most investors. Bank hybrid notes are an exception to that rule. They are complex relative to plain...

Originally published by CuffelinksFacebook (NASDAQ:FB) is a fundamentally strong business. It has a sustainable competitive advantage, the ability to grow organically and the capacity to grow earnings...

Originally published by UBS Asset ManagementThe correlation between earnings revisions and share prices and the impact on investor behavior is well-known. Clearly this suggests either sell-side...

Originally published by CuffelinksThe age pension has been a staple of retirement income for Australians since the early 1900s. Despite much public debate in recent years around reducing its benefits,...

Originally published by CuffelinksInvestors with a predisposition to high conviction value investing often need value to be combined with an element of growth. Let’s call it...

Originally published by BetaSharesGlobal MarketsConcerns over North Korea and US President Trump’s domestic political battles contributed to a “risk-off” move in August, despite...

Originally published by CuffelinksReporting season has delivered a mixed set of results which has again failed to move the dial much in either direction for the broad market. As investors move on from...