Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
Gold has been one of the few commodities to rise when most others are falling and long-term investors could benefit from its portfolio-diversification benefits.
There are a bunch of companies realising how important an international focus is from the outset and are set to profit in the years ahead.
It’s hard, even for the professionals, to value industry disruptors but believing in the start-up story can reap benefits for investors.
Listed investment companies that specialise in smaller companies and dividend-focussed exchange-traded products are worth a look at for the yield-focussed investor.
Reporting season provided hope for energy stocks, but whether they are good value or not all comes down to the oil-price assumptions. Don’t expect a quick recovery.
Lower interest rates should boost overall M&A activity and greater energy sector consolidation is a good bet given the oil-price carnage.