Investment research

Five reasons to fall in love with the Xero Limited share price

I know it’s not very professional — nor profitable — to fall in the love with a company, even if the performance of the Xero Limited share price still manages to bring a tear to this shareholder’s eye… XRO share price –…

Hybrid risks keep mounting up

Wealth manager Challenger has cancelled plans to launch new a hybrid security issue, which it was to have used to redeem its current issue of Challenger Capital Notes. It has pushed out repurchase of the outstanding hybrids by up to…

Australian gold ETFs surge on double-whammy attraction

Any investment holding its own on the Australian Stock Exchange in the COVID-19 crash is doing well; any stock that is in the black is doing very well indeed. But the two Australian dollar-denominated gold exchange-traded funds (ETFs) are certainly…

Not all gloom on the markets

“We’ve been selling umbrellas for three years of sunshine, and not many people have wanted one,” says Denis Donohue, Head of Investments at Pentalpha Investment Management. Pentalpha’s sole fund – the $17 million Pentalpha Income For Life Fund – opened…

The fixed income strategies weathering the storm

Equities have not been the only markets to experience extreme volatility in recent weeks. There has been a flight to safety in fixed income markets, spreads on corporate debt have widened and liquidity has dried up in corporate and structured…

ESG’s next big thing

Responsible investing is evolving quickly, with the latest development a move to create an accounting system that will measure the environmental and social impacts of business activity, alongside financial impacts. The Harvard Business School has launched an initiative called the…

The stocks that have been oversold

A leading investment bank has revealed the stocks that have been sold off more than they should have as a result of the continued outbreak of COVID-19. In a report issued last week, UBS identified a valuation gap in a…

Buyback outcomes show benefits of post-tax reporting

A spate of share buybacks in recent years has revived debate about whether investors would be better off if fund managers and super funds reported performance on a post-tax basis. Investment consultant Parametric argues in a new paper on the…

Equity gearing making a comeback

After a decade of decline, prospects for margin lending and other equity investment gearing products may be looking up. The latest data shows a pickup in lending and a well-known stockbroking firm has made a significant investment in geared equity…

Better advice model needed

Australians don’t like the way financial advice is being currently offered to them and would prefer piece by piece advice when they need it. Michael Blomfield, chief executive of Investment Trends revealed one result of this is that 53 per…