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Which banks? Go global
As challenges mount for Australian banks, global banks remain undervalued.
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Continuing the search for yield
Here are two Exchange Traded Funds (ETFs) that focus on providing attractive income.
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Two more LICs that can provide attractive, franked income
If I'm right and our market trades in a sideways range this year, investors will need strategies.
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Post-budget investment ideas
These Federal Budget capital gains tax changes encourage a greater focus on long-term income investing.
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The Return of the King
Here are four ETF ideas for conservative yield-focused investors as the cash rate rises.
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Fearful of market volatility? Heard of factor-based Exchange Traded Funds?
Capitalising on market volatility requires watching and waiting for bouts of heightened share market volatility and pouncing on bargains. But how can you have more exposure to growth assets while dampening volatility? Factor-based ETFs are a consideration.
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Trump’s chaos-causing creates investment opportunities
I see daily evidence of companies, large and small using AI to do more things with the same or fewer people. The cost savings could be larger than the market expects. Having reviewed more than a dozen AI-related ETFs for this column, here are two worth considering at current prices.
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Three contrarian ideas
Opportunities always exist in strong and weak markets. Here are opportunities from this Iran war for portfolio investors with a higher risk appetite. Three potential long-term beneficiaries from the Iran war at a country and sector level.
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Healthcare and consumer staples ETFs suit uncertain times
My investment style seeks contrarian opportunities based on valuation, often during market corrections. While I don't feel like this is a 'buy-the-dip' scenario, I do think healthcare and consumer staples ETFs suit these uncertain times and here's why.
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Are defence stocks and gold equities still a buy?
Does the 'gold and guns' trade still have legs and is it a prime contrarian play to take advantage of current market weakness? Here's my view, with caveats.