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Articles by Sinclair Currie
Ophir on Trump, constant improvement, and Life360
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Thinking small to win big
Conventional wisdom suggests that ‘time in the market’ is a less risky strategy than ‘timing the market’. Boom and gloom provide attractive entry and exit points but only if the timing is right. Accurately identifying market peaks and troughs is notoriously difficult. In our experience, gradually allocating more to markets during times of market distress and less when ‘everything is awesome’ is a preferable approach.
Thinking small to win big
Conventional wisdom suggests that ‘time in the market’ is a less risky strategy than ‘timing the market’. Boom and gloom provide attractive entry and exit points but only if the timing is right. Accurately identifying market peaks and troughs is notoriously difficult. In our experience, gradually allocating more to markets during times of market distress and less when ‘everything is awesome’ is a preferable approach.
Stocks are less risky than bonds in the long term
OK, we admit. That headline was to draw you in. But it is correct, with one tiny caveat: 'in the long run'. At least that’s what the data shows, as we’ll explain in this article. Stocks versus bonds is a vital question given the rise in bond yields and interest rates in most major markets over the last 18 months.
Momentum is building in aged care stocks
With established investments in both of Australia’s listed residential aged care providers, Estia Health (ASX: EHE)and Regis Healthcare (ASX: REG), our positive outlook for the sector is informed by three factors. Firstly, advanced age is associated with complex and ongoing care needs which Residential Aged Care is uniquely positioned to provide.
Private equity swoops on undervalued companies
After a fallow period for M&A in the Australian market, takeover activity picked up in March. Invocare (ASX: IVC), Estia Healthcare (ASX: EHE), United Malt (ASX: UMG)and Liontown Resources (ASX: LTR) all announced that they had been approached by potential acquirers. The combined value of these offers was close to $10bn. As is the norm, the offers were both indicative and conditional on further due diligence.
Positive sentiment: A powerful market force
Fortunately for Jack, his positive outlook is rewarded with a golden goose. Similarly, in the stock market exchanging cash cows for growth options has delivered some golden eggs. There are numerous examples of nascent or unprofitable businesses that have delivered spectacular share price growth. In Australia, these have been the likes of buy now, pay later (BNPL) and software as a service (SaaS) businesses.
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