- Home
- Investment Strategies
- Autumn/Winter 2010
Autumn/Winter 2010
A word from Daniel Minihan
- By Daniel Minihan
- Published 12/04/2010
- Autumn/Winter 2010
- Unrated
The Christmas and New Year period has proved to be an interesting one for investment markets. In the lead up to Christmas, and in the first few weeks of the New Year, markets bounded ahead, perhaps riding the Christmas cheer and the fact that it appeared that the difficult previous few years were finally behind us, and we had a new decade to look forward to. This quickly changed however, with the realisation that although we are in a new decade the problems that concluded the last one will need to be paid for and so issues of debt started to become a focus of many in the market.
Leverage lives on
- By Tara Jones
- Published 12/04/2010
- Autumn/Winter 2010
- Unrated
'Leverage' - the definition according to the Oxford Dictionary is ‘the exertion of force by means of a lever; means of accomplishing a purpose, power, influence’. The definition according to Investorpedia is ‘the use of various financial instruments or borrowed capital, such as margin, to increase the potential return of an investment’. To the everyday investor, leverage may simply be described as ‘debt; fear; catalyst of the financial crisis; sub-prime; greed’.
Important lessons re-learnt
- By Brady Black
- Published 12/04/2010
- Autumn/Winter 2010
- Unrated
Australia’s investment community at large has suffered a crisis of confidence due to the ructions that befell global markets in recent years. Thankfully, Australia has not been as heavily affected as other major established and developed economies. However, investors will still remember the past 2 years as a time when forgotten investment lessons remerged, eg investment markets can be extremely risky and diversification is the only free lunch.
What is ethical investing anyway?
- By Dirk Dobbs
- Published 12/04/2010
- Autumn/Winter 2010
- Unrated
In broad terms, socially responsible investing, more commonly known as ethical investing, refers to choosing investments that maximise returns, while
also minimising adverse social outcomes.
The fundamental question that arises in ethical investment discussions is whose ethics are ultimately factored into investment decisions? Is it the investor, the investment manager, or management of the company invested in? The answer to this question is complicated and involves more stakeholders than just these. Let’s start at the beginning of the investment chain, ie with the investor, and work our way backwards to explore some of the intricacies of this debate.
also minimising adverse social outcomes.
The fundamental question that arises in ethical investment discussions is whose ethics are ultimately factored into investment decisions? Is it the investor, the investment manager, or management of the company invested in? The answer to this question is complicated and involves more stakeholders than just these. Let’s start at the beginning of the investment chain, ie with the investor, and work our way backwards to explore some of the intricacies of this debate.
End of year planning tips
- By Dirk Dobbs
- Published 12/04/2010
- Autumn/Winter 2010
- Unrated
The end of the financial year is fast approaching, so now is the best time to start preparing effective year-end strategies. Outlined below are some commonsense planning tips.