Five strategy secrets from the half-yearly reporting season that your business can use
Monday, 22 February 2010
Australia's listed companies are just past the halfway mark in the half-yearly reporting season and despite the mood of caution coming from chief executives, so far the news is actually pretty good.  ...

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The bulls and the bears fight for control of the market: Gottliebsen
Monday, 08 February 2010
In the final hours of trading on Wall Street at the weekend we saw bulls emerging – people who believed that what we are experiencing is a normal healthy correction and so it was time to pick up bargains.  ...

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10 key economy forecasts for 2010
Tuesday, 19 January 2010
Australian entrepreneurs enter 2010 with a renewed sense of confidence. After an extraordinarily rocky 2009, Australia's economy is expected to return to more normal conditions, with growth gathering speed as the year goes on.  ...

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Eight investment themes for 2010
Tuesday, 19 January 2010
Many more investors are likely to enter 2010 with renewed confidence, while retaining a high degree of caution in the wake of the global financial crisis.  ...

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SmartCompany's summer reading guide
Wednesday, 23 December 2009
The summer break is a perfect time to relax, recharge and reflect on the year gone past and the year ahead. But we know what entrepreneurs are like – you'll probably spend your holidays dreaming of a new product, rewriting your business plan and holdings networking ...

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The recovery year
Monday, 14 December 2009
At the start of 2009, fear of a complete financial meltdown was rife. There was doubt as to whether the massive and unrelenting stimulus and financial rescue efforts put in place around the world would work, and many were talking of a re-run of the Great Depression. ...

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A (slightly) different cycle
Tuesday, 24 November 2009
One of the most dangerous phrases in the investment world is "this time it's different". It usually gets wheeled out near the end of a bull market to explain why the bull market will continue forever due to a new era of permanent prosperity. Or near the end ...

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What are the risks of a double dip?
Monday, 16 November 2009
In a note last week, I went through all the reasons why the cyclical bull market in shares has further to run: the economic and profit recovery has further to go; inflation and interest rates remain low; and there is still plenty of cash sitting on the sidelines. ...

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Commercial property values near recovery
Tuesday, 03 November 2009
Since peaking in late 2007, unlisted commercial property prices have fallen by around 20% as a result of the fallout from the global financial crisis. However, commercial property values appear to be at, or close to, a bottom, as upward pressure on yields is ...

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Four rules for successful investing
Wednesday, 07 October 2009
The last two years have been tough for investors. Since 2007 shares have been on a roller coaster ride, first having their worst bear market in generations only to be followed by a rapid 50% or so rebound. And most other assets - bar government bonds and cash ...

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What will rate rises mean for investors?
Monday, 14 September 2009
While rising rates may cause periodic jitters in sharemarkets and will likely slow down their pace of advance, they won't be a major problem for shares until rates reach onerous levels. This is unlikely for several years given lingering economic uncertainties, ...

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Why is the market so happy with profit reporting season? A SmartCompany Q&A.
Monday, 24 August 2009
It was supposed to be the worst profit reporting season in almost two decades, when a year of falling sales, job cuts and asset writedowns caused a flood of red ink on the financial reports of big Australian companies.  ...

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No bubble but no boom for house prices
Monday, 10 August 2009
After falling 6% from their peak, average capital city house prices seem to be on the way back up again in Australia. The slump in mortgage rates has drowned out the impact of rising unemployment.  ...

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Riding out the super fund slump
Monday, 27 July 2009
The slump in investment markets has seen super funds post negative returns for a second financial year. While very disconcerting, periodic negative returns from growth assets are normal and are the price we have to pay for the higher long-term returns they ...

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Recession, recovery or both?
Thursday, 16 July 2009
Australia has so far had a very mild economic downturn compared to other countries and its own history. However, it is likely that the economy went backwards in the June quarter and that this will continue into the current quarter. This, along with falling ...

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Why investors might be worrying too much
Monday, 06 July 2009
Shares have just wrapped up two consecutive years of big losses. After such a slump the list of worries is long and the outlook is viewed with some trepidation. The temptation is to assume more of the same. This note looks at why the worry list might not be ...

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Where are we in the cycle?
Monday, 22 June 2009
Since early March shares have climbed a classic wall of worry with fears about everything from debt deflation to policy stimulus causing hyperinflation.  ...

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Is it time to fix your mortgage rate?
Wednesday, 17 June 2009
It's the question on the lips of every mortgagee: with interest rates seemingly on the rise, is it time to fix my mortgage rate?  ...

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Wealthy investors turn to the sharemarket
Monday, 15 June 2009
The rich always like to go against the tide.  ...

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The 12 myths of investing
Friday, 12 June 2009
Given the complexity of investment markets and investing, along with the massive amount of information available to investors, many people rely on logic based on ‘common sense' or simple ‘rules of thumb' in making investment decisions.  ...

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