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Earning season opportunities in property
The easing work-from-home trend is good news for office A-REITs.
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Two opportunities from earnings season
With index funds increasingly influencing momentum-based investment strategies, here are two ignored stocks that one day should have a big bounce back.
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Two earning season opportunities
Over the next few weeks, I’ll cover stocks from this earnings season that catch my eye and give broader comments on what results say about market valuations. To kick off, here’s a large and small-cap stock to tempt patient long-term investors.
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Two ways to play this tariff-fuelled market volatility
This tariff-fuelled market volatility presents an opportunity for long-term investors. I’d use any period of extended volatility to buy into market weakness, capitalise on lower asset prices, and add to portfolio exposures. Here are two ways I’d play this.
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Two options for listed property
Always looking for sensible contrarian investments, Toney Featherstone pinpoints two ways to get exposure to data centres, office, retail and other assets, at a time when falling interest rates and pressure for workers to go back to the office might be game changing pluses for this sectors’ stocks.
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Time to take some profits from high-riding US equities
After the US stock market delivering big time for two years, the big question is, should long-term investors at least do a partial rotation into European or Japanese stocks via quality ETFs?
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Two overlooked sectors and related stock gems
I’ve been sifting through the market dogs of 2024 for overlooked sector and stock gems. Here are two sector and stock ideas for contrarians:
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Three unloved stocks for contrarians in 2025
I believe some of the best stock opportunities in 2025 could be in beaten-up, mid- and large-caps stocks. Here are three stocks for contrarians to consider in 2025, preferably after the market weakens in the first half of 2025 on rate-cut disappointment:
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5 asset allocation ideas for 2025
To some, asset allocation, by contrast, seems dull. Academic studies, however, have found that asset allocation adds more to portfolio returns than individual stock picking.
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Six ETF ideas for 2025
ETF growth astounds me. I recall working for a global ETF issuer about a decade ago when there were just a few dozen and most investors had never heard of them. I see some interesting thematic ETF opportunities for next year to potentially enhance returns.as portfolio satellites rather than core exposures to enhance returns in 2025.