Thursday, 22 January 2015
Interest rates are set to remain low for some time, which means the yield trade will continue to support the banks and it’s time to overweight the sector.
There are some gems waiting to be discovered in the small and micro-cap market - like IPH Limited and Mantra.
There was plenty of action from brokers this week with Macquarie, NAB and Westpac all getting upgrades.
As a trustee you need to be pretty vigilant when it comes to markets. That doesn't mean day-to-day trading but it does mean knowing what to do if the big issues..
Charlie’s big on banks but Paul has been big on CBA for a year and if you’d followed him, you’d be well ahead now.
With the introduction of some long-awaited legislation into Parliament late last year, SMSF trustees have clarity on capital gains tax on insurance payouts.
This week we explain some of the recent decisions in our SSR portfolio update and the importance of the shorted stocks list.