There are so many factors that influence the economy and investment markets, but the most important factor is how much cash an investment generates. For companies this is profit, while property provides rent (net of costs). If we think income will grow faster in the future, we pay more for the asset now. If we […]
Recently we had our second presentation of our Investor Masterclass series which we held in our Boardroom covering the topic “Quality Investing”, for those that weren’t able to attend, we have uploaded a webinar of Mark Serry’s presentation. Most people have little understanding of the complex world of investing and very often, those that think […]
Recently we had our first presentation of our Investor Masterclass series which we held in our Boardroom covering the topic “Understanding the basics of valuation”, so those that weren’t able to attend, we have uploaded a webinar of Mark Serry’s presentation. The webinar covers four main questions: 1. How do you estimate what an investment […]
At some point we’re all going to retire. Whether we leave a job or sell our business we’ll need to know how we’re going to live the golden part of our life. Most of us think of retirement as a time of freedom to ‘do our own thing’. For many it’s an opportunity to seek […]
One of the surprise global market developments over the past year has undoubtedly been weakness in the $US. Why? This note suggests that, rather than simply blaming a dovish Fed or an erratic US President, the main driver of $US weakness has been the broadening (or “synchronisation”) of global growth over the past year, which […]
