The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…
Property
Knowing how to read a balance sheet is a key skill investors need to know, because the balance sheet is the most underrated document in an annual report. Most new investors skip straight to earnings - perhaps not knowing how importance the balance sheet is or having an appreciate but not knowing how to read…
Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…
Imagine having a crystal ball in 2016 and seeing the state that ASX REITs in 2026 would be in. You couldn't imagine investing a cent in it! Well, at least in any ETF tracking the space. Certain individual companies may be a different story.
But the top and bottom line is the same. The space is…
Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026.
This wind up was not the first, and likely won't be the last. So each…
Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026.
However, they'd…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
GemLife Communities (ASX:GLF) only listed in the middle of last year but has made its mark on the ASX, gaining over 20% since its debut and joining the ASX All Ords in the next index rebalance.
There's something peculiar about this $1.9bn company, in our view. Namely, that it could be a way to play the…
ASX REITs slide as rate hike fears return
Everyone sold Qantas when the Iran war broke out. Smart money is watching something completely different. The sector taking one of the most painful hits this week is not airlines, not energy, and not tourism. It is ASX REITs. Property trusts were already fragile heading into this…
