The Inside Investor Featured

Time to start looking for recovery stocks

High quality businesses with balance sheets that will be resilient to this year’s challenges, combined with future growth opportunities, are the features equity investors should be looking for as they get set for the sharemarket recovery. Investors should favour companies…

Time to review hybrid risks

National Australia Bank and Macquarie Bank withdrew hybrid security offers late last week, citing market volatility and the likely impact on the price of the notes once they listed. NAB launched a hybrid offer, NAB Capital Notes 4, on February…

Residential property market to moderate

Since the housing market bottomed in the middle of last year, the pace of the recovery has been surprisingly fast. The Sydney and Melbourne markets are growing at above 10 per cent a year. Investors and home buyers are concerned…

Cashwerkz reassures depositors as it faces a cash crunch

Cash management marketplace Cashwerkz, which is facing a serious cash flow shortage, has reassured investors using its platform that their funds would not be at risk if it failed. Cashwerkz has $1.08 billion of investor balances on its platform, which…

ATO declares war on SMSF trustee misconduct

The Australian Taxation Office (ATO) is targeting what it says is a worrying increase in badly behaved self-managed superannuation trustees. It plans to apply harsher penalties. Speaking at the SMSF Association National Conference, Dana Fleming ATO assistant commissioner of the…

The rise of renters by choice

The number of Australians choosing to rent rather than buy is rising, as more people focus on issues of affordability, flexibility and lifestyle, new research reveals. Academic from the University of Technology Sydney, University of New South Wales and Swinburne…

Luxury is the new black

When investors turn their minds to global equities they usually think about big tech stocks. Tim Samway says there is another compelling global growth theme – luxury goods. Samway is the executive chair of Hyperion Asset Management, whose Global Growth…

Volatile reporting season ahead

A leading analyst has forecast a bumpy profit season, as companies downgrade their forecasts. Share price reactions have been sharp following ‘negative surprises’. Macquarie Securities says the industrials sector will be flat, with no overall earnings growth this financial year.…

Open Banking puts consumers in control

Consumers will have an online “consumer dashboard” to allow them to manage their data consents when the Consumer Data Right in banking kicks off in July. Details of the dashboard are included in the rules for the Consumer Data Right…

Fewer IPOs but better returns

Initial public offerings (IPOs) on the Australian Securities Exchange produced significant returns for investors last year, if they could get their hands on the few listings that were offered. More than half of the listings in 2019 posted year-end gains…