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My Two Cents | 13 April 2018
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My Two Cents | 5 April 2018
My Two Cents | 16 March 2018
My Two Cents
This week the Labor party introduced a proposal to scrap dividend imputation cash refunds if they are elected at the next election. See what we think.
This month Martin Conlon, Head of Australian Equities at Shroders gives his insights. Despite concerns over valuation levels in many sectors, results season offered no cause for extreme pessimism on the ongoing profitability of most sectors.
This week we attended Platinum Asset Management's annual luncheon and it was all about China.
The low interest rate environment has forced investors to take on added risks just to achieve they once did. In this article we go through a yield trap that is catching out investors.
There’s a chorus of commentators concerned about rising US interest rates and the impact it will have on the rest of the world. Should you be?
Reporting season is over and overall it was a good one. The market however is priced for perfection and expensive high PE stocks have us concerned.
The recent market sell-off has uncovered some real bargains. We think it's time to start buying quality stocks that have been hit by indiscriminate selling.
The Dow Jones Industrial Average has fallen by about 6% in two days. What is going on?
It's reporting season. In this article we look at what reporting season will bring this half and what stocks are tipped to beat and miss.
IML given a Healthcare sector update with Daniel Moore, Senior Equities Analyst and Portfolio Manager
Why is the US dollar falling? In this article we look at inflation and interest rates.
It’s an interesting question. Some of you will know, most of you won’t and that’s quite a concern. In this article we look at where your super is invested.
In this article we will go through the themes that are at play in 2018 and where we think your money is best invested
As 2017 draws to a close, stop for a moment and reflect on the year that has passed
There is a growing chorus of market experts predicting lower sharemarket returns for the years ahead. We agree with this sentiment.
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