InvestSMART Portfolios Monthly Update - April 2020
April saw all four InvestSMART Diversified Capped Fee portfolios outperform peers and Evan Lucas highlights, the key to good long-term returns comes from developing positive investment habits rather than timing the market.
Reinventing the supply chain - Exo labour
Steve Sammartino explores how Amazon is investing in a COVID-safe supply chain, and the concept of exo-labour, where work is undertaken remotely through augmentation tools and how this will contribute to the post-COVID-19 recovery.
Paul's Insights: What happens when dividends dive?
For many Australians, especially retirees, dividends are a source of reliable and tax-friendly income. But with a number of companies abandoning dividend payments, the hunt is on for alternate sources of cash.
'Sharing the Pain': Part Two Aussie Banks are no longer the cash cows in the COVID-19 era
Part Two questions the strength of Australian banks during the COVID-19 crisis.
Director Deeds: Big sells stand out amid continued buying
In line with the last two months of insider transactions, Alex Gluyas looks at another three weeks dominating by Directors topping up their stake and a few huge sells that have made headlines.
Be careful how you bet
Robert Gottliebsen delves into the differing economic forecasts presented by the trading banks and the Reserve Bank and the impact each perspective might have on house prices and share values.
'Sharing the Pain': Aussie Banks are no longer the cash cows in the COVID-19 era
We look at whether banks are still a safe investment and how COVID-19 has impacted their bottom lines.
Paul's Insights: An investment strategy that's anything but average
Our CEO Ron Hodge recently shared how he is investing during a crisis. Today, our Chairman, Paul Clitheroe gives us his go-to strategy during these times.
Mesoblast's COVID-19 breakthrough
After releasing promising results from a small trial on COVID-19 patients with ARDS last Friday, Alex Gluyas looks into how Mesoblast's upcoming clinical trial results and potential FDA approval could impact its valuation.
Decoding the Financial Claims Scheme for SMSFs
Patrick Duke explains the Financial Claims Scheme, which was introduced following the GFC to protect deposit-holders, and what cover it can provide for SMSFs.
How our CEO is investing right now
InvestSMART's CEO was asked about his investment strategy at the start of COVID-19. A month and half on, we get an update.
The next virus will be worse
Steve Sammartino explores why society is vulnerable to an AI-driven global internet virus, what consequences it would have, and how to prevent it.
Navigating market rollercoasters
Theo Marinis tells the story of a former client Bill, and how he navigated his way through the GFC and built his retirement portfolio in between sharemarket troughs.
Paul's Insights: Crude awakening - negative oil prices don't mean free petrol
COVID-19 has seen Australians deal with a lot of firsts - from social distancing and widespread workplace shutdowns to drive-thru health tests. The latest 'first' is negative oil prices.
Part Two: Has COVID-19 crashed the 'Great Australian Dream'?
The second episode looking at property, and the current challenges that COVID-19 is presenting.
Is there value in the food delivery rush?
With millions of consumers home-bound, Alex Gluyas looks into the opportunity being given to food delivery stocks through COVID-19 restrictions and whether the spike in demand is sustainable enough to offer value to investors.