tech stocks

Santa rally continues, all eyes on financials, Rex Airlines (ASX:REX) gets approved The ASX200 (ASX:XJO) finished 0.7% higher after a positive overseas lead, with every sector finishing higher. Attention once again turned to the technology sector, with BNPL players Afterpay (ASX:APT) and Zip (ASX:Z1P) finishing 4.2% and 6.7% higher. While these companies have been flagged as Australia’s technology leaders, the true nature of…

While the big tech stocks have driven global as well as US share market growth for several years, questions are emerging about how long this will last; and where do investors go when the world is also awash with “low-to-no” interest rates? In a series of four webinars for fund managers with which it partners,…

There have been plenty of reasons to visit a bookie recently, given the Melbourne Cup Carnival and the US election.  Financial commentators provide a rather dull set of probabilities on what the result on the latter could be and a predictable list of winners and losers. One trend that looks set to continue is the…

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,…

With the end of the month comes another round of investment manager portfolio updates. This week we move our attention to tech company valuations, with the Nasdaq 100 down close to 7% in the last month. The August updates from Hyperion Asset Management, one of the top-performing global equity strategies over the last 12 months,…

If clients are seeking advice on where opportunities are in the Australia share market, they should not overlook a group of Australian technology stocks that withstood the pandemic and have strong growth prospects. Macquarie Securities analysts reveal that some technology stocks have continued to grow throughout the COVID-19 crisis as the disruption has accelerated the…

In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the Covid-19 pandemic, was an inauspicious time to launch a new investment product. In fact, the S&P/ASX 200 Index is down 19% since that day – after…