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Investing

The Old Black Dog

Today I want to tell you a story about the dog that’s on the cover of my books. (If you’ve read my latest book, you might think you know how this story ends … but trust me, you don’t.) Her name is Betty, and she’s an old sheep dog from the Mallee. Betty was kindly […]

Investing

Five things to watch in September

August is supposed to be a slow, relaxing month — but this August was anything but that for investors. Trade frictions were on the rise for much of the month. The US Treasury yield curve inverted several times, causing jitters for investors concerned that a US recession is imminent. Of course, stock volatility rose, with […]

Investing

Private equity continues to invest in midstream

Amid the ongoing volatility of equity prices, underlying midstream fundamentals continue to be healthy. Midstream throughput, as measured by the production of oil, natural gas, and natural gas liquids (NGLs), continues to increase. Midstream capital needs and balance sheets also continue to improve. Despite this constructive fundamental backdrop, midstream equity prices, as measured by the […]

Investing

The Great Australian Finance Experiment

My five-year-old son is obsessed with maths. The other night he worked out that the maths app game we play each night is charging us a recurring fee. He was ropeable: “You need to delete this game off the iPad, or we’ll keep getting billed. Do you understand, Dad?” I nodded. Chip off the old […]

Investing

Introducing … Zuckbucks?

Facebook is set to launch its own crypto-currency next year, the BBC reported this week. (The article referred to the new currency as ‘GlobalCoin’ … though I much prefer ‘Zuckbucks’.) So, will this be yet another crazy crypto coin? Not a chance! My bet is that ‘Zuckbucks’ will be as boring as your Aunt Betty’s […]

Investing

Tight Labor Market Constrains Job Creation

  I I EMPLOYMENT JUNE 2019 I Research Brief Tight Labor Market Constrains Job Creation I Hiring softens, unemployment rate unchanged in May. Employers added 75,000 jobs last month, maintaining a historically low unemployment rate of 3.6 percent. Downward revisions to March and April’s figures offset May’s gains, taking the average number of new hires […]

Investing

Growing Distribution Webs Boost Retailers’ Competitive Advantages

  I I RETAIL SALES JUNE 2019 I Research Brief Growing Distribution Webs Boost Retailers’ Competitive Advantages I Consumption underpinned by elevated consumer optimism. Retail sales remained steady in May, increasing 3.2 percent over the past year. Though this is slightly lower than the previous two months, spending appears to have further stabilized following heightened […]

Investing

Why Do We Need Inflation?

A reader asks: What’s the deal with inflation? It’s bad for our individual spending power. It erodes the value of our money. Yet, the economists want 2% inflation per year every year. Why do we need inflation for a healthy economy? Why can’t we have a 0% inflation goal? I get the idea behind being […]

Investing

Two reasons to consider investing in the defense industry

Government contracts and a focus on innovation may be attractive in an uncertain geopolitical environment With a $750 billion national defense budget proposal for 2020,1 the US Defense Department is the primary customer for US defense companies. At Invesco Unit Trusts, we believe this unique business relationship offers compelling opportunities for investors in two ways. […]

Investing

How emerging markets can reward creative active investing

Insightful research may deliver a competitive edge in a changing EM world The investment management landscape has changed dramatically with the proliferation of passive investment vehicles and the genesis of machine learning. Active investors are increasingly challenged by mechanistic and non-idiosyncratic methodologies that result in low-fee, but broadly undifferentiated products. As long-term active investors in […]