Blogs

BlackRock is the canary in the coal mine

The announcement by BlackRock, the world’s largest fund manager, that it will dump more than half a billion dollars in thermal coal shares from all of its actively managed portfolios, might not seem like big news. Announcements of this kind…

Kavanagh

This week’s Inside Investor lead story is an expanded version of a report we ran in November on the Responsible Investment Association of Australasia’s rating of ethical and sustainable superannuation funds. With so many people responding to our catastrophic fire…

The New Criterion

Bored with the Big Four? Tired of Telstra? Have Coles and Woolworths exceeded their shelf life? For yield chasing investors, the small cap sector can offer attractive dividends based on sound and sustainable earnings. Many of these dividends delights are…

Kavanagh

Parliament has passed a controversial bill that removes the entitlement to the main residence capital gains tax exemption for foreign residents and, arguably, denies expatriates a legitimate tax exemption Despite taking the bill off the table last year to review…

The New Criterion

According to NextDC (NXT, $6.39) chief Craig Scroggie, in the next 18 months the world will create more data than that ever produced since mankind emerged from the primordial slime. “This information explosion is forecast to accelerate exponentially as a…

Kavanagh

A surprise entrant in the worst bank of the year stakes is Citi. Most banks would be happy to leave it to the big banks to fight it out, but Citi has made a late bid for infamy by increasing…

The New Criterion

When it comes to small caps that have lost their way, it’s all too easy for investors to banish them from their portfolios and move to fresher pastures. In fact, it’s quite cathartic. But enterprises rarely evolve in a neat…

Kavanagh

When asked what tools they use to do the household budget, 30 per cent of respondents to a recent survey said they didn’t do a budget at all. For many Australians the financial literacy message is not getting through. Canstar’s…

The New Criterion

The bellwether of global economic activity, copper has pretty much marked time over the last 12 months price-wise – a fair reflection of the sluggish conditions. The longer-term copper price graph also shows that at around US$5770 a tonne (A$8500),…

Kavanagh

The Government’s Retirement Income Review panel has sidestepped the question of whether the family home should be included in the Age Pension assets test and it is not clear that it will directly address the question of whether the superannuation…