Two undervalued assets amid LIC gloom
I’ve covered AFIC and Argo Investments previously in this column but here are two other discounted Listed Investment Companies (LICs) worth a long-term look.
Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
I’ve covered AFIC and Argo Investments previously in this column but here are two other discounted Listed Investment Companies (LICs) worth a long-term look.
I haven’t covered global healthcare stocks in detail in this column for several years, but the sector now looks seriously interesting.
I like infrastructure and have long argued that infrastructure should have a 5-10% allocation in many portfolios. Here are my two preferred Exchange Traded Funds (ETFs) for global infrastructure exposure.
Here are two infrastructure-themed ETFs that focus on this megatrend’s staggering energy demands.
Some of my better ideas in the past two years have been thematic ETFs: the Betashares Global Banks Currency Hedged ETF (ASX: BNKS) and the VanEck Global Defence ETF (DFND) stand out. While I still like both ETFs, to avoid repetition, I won’t cover them again but here are two other thematic ETFs that stand out.
Here are three exchange traded funds (ETFs) that provide exposure to video games, esports and online betting.
Here are two Exchange Traded Funds (ETFs) that invest in emerging market (EM) bonds to consider. Both are quoted on the ASX and bought and sold like a share. The first is an active ETF; the second invests passively by tracking an index.
Small caps are finally finding their groove. So far in August they have significantly outperformed large-caps – a trend that could continue into FY26. Having followed and written about small cap stocks for over three decades, I think conditions are ripe for more sustained small cap outperformance in FY26.
Here are two ETFs with global focus that can provide higher, sustainable dividends.
Here are nine ideas, but identify which type of investor you are before splashing the cash
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