investing

ASX 200 falls 0.4%, China flags iron ore concerns, Vicinity (ASX:VCX) confirms dividend A weak global lead pushed the ASX200 (ASX:XJO) down 0.4% today, with the China Iron and Steel Association flagging concerns about the ballooning iron ore price at the same time that maintenance hit export volumes in November. BHP (ASX:BHP) and Fortescue (ASX:FMG) bore the brunt down 2.3% and 3.1% respectively.  Yet…

Stock markets have always been a win-lose situation, but the odds are skewing even further towards a handful of successful companies, according to a new analysis by Australian-based global manager Hyperion Asset Management. In bad news for value and passive investment styles, the study argues that, historically, only a small proportion of listed companies have…

Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic. The trend has continued to accelerate since, but they remain an underrepresented part of most investor portfolios. Whether due to a lack of understanding or perceived higher risk, heightened equity market…

Not only is 2020 the marking of a new decade, but it potentially marks of a new paradigm of investing. The last 30 years shouldn’t have been that difficult for long-term investors and those using the traditional 40-60 balanced portfolio. The historic fall in interest rates that has occurred since the 1980s means that both…

Chris Cuffe first let the industry know, in 2015, what his 10 biggest lessons from years at the top in funds management were. He revisited and updated the list in September 2019 and has now done so once again. But the original list is probably timeless. He also added a few extra tips last week,…