Monthly Archives: May 2017

Geldzug: THE PERILS OF STOCKMARKET INDICES

23rd May, 2017 Many people choose the passive approach to investing – they put their long-term money into index ETFs or index funds which mirror the standard share market indices, such as the S&P500 in the USA or the S&P/ASX200 in Australia. This is perfectly reasonable. After all, one of the greatest active investors of…
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Geldzug: BUYERS BEWARE OF AUSTRALIAN AND US RETAILERS!

16th May, 2017 The imminent arrival of Amazon in Australia has frightened many investors away from Australian retailers. We think that shareholders in traditional retailers should be very nervous indeed – much like the Australian media sector, the transformation of Australian retailing has barely begun. The US retailing sector is much further down the painful…
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