Semiconductors would have to be one of the most pervasive and critical pieces of technology in our daily lives – but they are usually not thought about very much. They certainly don’t seem to get the investment love like they should, or get talked about as much as, say, the FAANG stocks or electric vehicle…
Troy is a Partner and Adviser at Koda Capital. Troy is a FASEA-compliant financial adviser holding a Bachelor of Commerce and SMSF Specialist Advisor designation. He became a member of the Inside Network and an inaugural member of the Advisory Committee; seeking to learn from his peers and share his own wisdom from many years in the industry.
It’s hardly a fair comparison, is it? To put REA Group alongside Domain Holdings?
In the first of a series on Australian biotech success stories, we start with some of the outstanding medical device stocks on the ASX.
With July coming to a close, it’s time for reporting season – and this year, it’s not going to be pretty.
While more and more Australian investors get comfortable with investing overseas, it’s fair to assume that Latin America is not on most people’s map of the investable universe – “there be dragons,” as the old mariners used to say.
Investors are realising that without meaningful technology exposure, their portfolios are missing a major growth driver. However, the difficulty of picking individual stocks should not be under-estimated, with the innovations and business models of many tech stocks hard to grapple with.
The COVID-19 pandemic has begun to bite into the residential property market, with capital city dwelling values falling a cumulative 1.3% over the past two months – but this mild weakening could be just the start of a double-digit decline. Â
Craig Racine from Gyrostat Capital Management shares insights with James Dunn from The Inside Network on what downside protection is.
INBrief
Andrew Canobi – Franklin Templeton
