Category Archives: "Investment Strategy"

In our Investment Strategy Note we review some of the personal foibles that could be sabotaging your investing and offer some solutions to make sure your cognitive shortcuts aren’t leaving you short changed.

In our Investment Strategy Note Andrew Mitchell takes a look back at our wild Afterpay ride from the very beginning and outline our six key lessons from our journey with this 50-bagger.

In our Investment Strategy Note we take a look at some of the key factors investors should consider when trying to disentangle the “skilled” equity funds from the “unskilled” equity funds.

In our Investment Strategy Note we provide insight into the factors that investors should consider when valuing early stage growth companies so that they are better placed to identify – and ride – the next 10-bagger.

In our Investment Strategy Note we take a look at the components of share market returns and how they make short term market forecasting a difficult, if not impossible, exercise.

In our Investment Strategy Note we take a look at the ‘revenge spending’ that is set to be unleashed this year as economies reopen and excess savings are put to work, including what areas are likely to be the winners.

In our Investment Strategy Note we review the mammoth outperformance of stocks over the long run versus bonds and cash, including why we expect this to continue in the future despite calls by some of excess equity market valuations.

In our Investment Strategy Note we discuss how even the best long-term performing fund managers always have shorter term periods of underperformance – it’s not a bug, it’s a feature of the best.

In our Investment Strategy Note we discuss how retail traders took on some Wall Street hedge funds and won…for now.

In our Investment Strategy Note we discuss what higher bond yields might mean for equity returns.